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 | $55,090 | $85,766-35.8% | $136,294-59.6% | $70,131-21.4% |
| Participation rate | 42.9% | 74.2%-31.3pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 14.70% | 31.45%-16.8pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $307 | $2,966-89.7% | $4,695-93.5% | $2,342-86.9% |
| Participant deferral / active EE | $1,350 | $5,051-73.3% | $6,247-78.4% | $3,332-59.5% |
| Admin fee / account holder | $38 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |