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 | $35,308 | $70,428-49.9% | $96,562-63.4% | $85,850-58.9% |
| Participation rate | 31.1% | 61.8%-30.7pp | 69.8%-38.7pp | 69.3%-38.2pp |
| Annual return | 17.38% | 18.59%-1.2pp | 37.78%-20.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $194 | $1,413-86.2% | $2,356-91.8% | $2,565-92.4% |
| Participant deferral / active EE | $753 | $2,894-74.0% | $3,849-80.4% | $3,952-80.9% |
| Admin fee / account holder | $298 | $4,997-94.0% | $6,181-95.2% | $6,260-95.2% |