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 | $70,354 | $81,460-13.6% | $103,333-31.9% | $80,856-13.0% |
| Participation rate | 14.4% | 66.8%-52.4pp | 74.5%-60.1pp | 67.6%-53.2pp |
| Annual return | 11.83% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $729 | $3,105-76.5% | $3,868-81.2% | $2,755-73.5% |
| Participant deferral / active EE | $1,073 | $3,869-72.3% | $5,057-78.8% | $4,296-75.0% |
| Admin fee / account holder | $122 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |