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 | $22,734 | $46,553-51.2% | $64,056-64.5% | $75,163-69.8% |
| Participation rate | 22.6% | 65.9%-43.4pp | 72.3%-49.7pp | 67.2%-44.6pp |
| Annual return | 16.24% | 26.03%-9.8pp | 33.69%-17.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $73 | $1,974-96.3% | $2,747-97.3% | $2,670-97.3% |
| Participant deferral / active EE | $338 | $2,837-88.1% | $3,880-91.3% | $4,125-91.8% |
| Admin fee / account holder | $104 | $2,952-96.5% | $3,068-96.6% | $5,651-98.2% |