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 | $49,101 | $68,547-28.4% | $120,354-59.2% | $80,856-39.3% |
| Participation rate | 57.4% | 61.6%-4.2pp | 71.9%-14.6pp | 67.6%-10.3pp |
| Annual return | 12.45% | 23.60%-11.2pp | 107.15%-94.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $482 | $2,051-76.5% | $3,463-86.1% | $2,755-82.5% |
| Participant deferral / active EE | $774 | $3,173-75.6% | $4,991-84.5% | $4,296-82.0% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |