See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,382 | $72,277-45.5% | $101,248-61.1% | $79,858-50.7% |
| Participation rate | 37.0% | 68.5%-31.4pp | 75.8%-38.8pp | 69.6%-32.6pp |
| Annual return | 23.23% | 22.30%+0.9pp | 46.47%-23.2pp | 31.71%-8.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $565 | $3,282-82.8% | $4,370-87.1% | $3,740-84.9% |
| Admin fee / account holder | $254 | $4,400-94.2% | $5,945-95.7% | $5,306-95.2% |