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 | $76,426 | $81,208-5.9% | $98,907-22.7% | $79,858-4.3% |
| Participation rate | 31.8% | 72.5%-40.7pp | 76.0%-44.2pp | 69.6%-37.8pp |
| Annual return | 14.51% | 60.99%-46.5pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $205 | $1,960-89.5% | $2,689-92.4% | $2,471-91.7% |
| Participant deferral / active EE | $833 | $3,265-74.5% | $4,244-80.4% | $3,740-77.7% |
| Admin fee / account holder | $3 | $6,013-99.9% | $6,642-100.0% | $5,306-99.9% |