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 | $57,378 | $214,378-73.2% | $200,582-71.4% | $142,382-59.7% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 17.56% | 46.41%-28.8pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $415 | $6,841-93.9% | $6,419-93.5% | $4,299-90.3% |
| Participant deferral / active EE | $905 | $9,865-90.8% | $9,331-90.3% | $6,507-86.1% |
| Admin fee / account holder | $80 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |