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 | $34,592 | $76,367-54.7% | $93,606-63.0% | $72,985-52.6% |
| Participation rate | 62.3% | 71.7%-9.5pp | 75.8%-13.6pp | 69.5%-7.2pp |
| Annual return | 21.50% | 25.82%-4.3pp | 32.76%-11.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,228 | $3,538-65.3% | $4,069-69.8% | $3,607-66.0% |
| Admin fee / account holder | $20 | $6,838-99.7% | $7,888-99.7% | $5,124-99.6% |