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 | $55,904 | $197,591-71.7% | $177,821-68.6% | $158,922-64.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 8.08% | 58.76%-50.7pp | 48.32%-40.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $754 | $6,697-88.7% | $5,918-87.3% | $4,761-84.2% |
| Participant deferral / active EE | $2,340 | $8,405-72.2% | $7,714-69.7% | $5,982-60.9% |
| Admin fee / account holder | $209 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |