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 | $58,091 | $95,803-39.4% | $113,168-48.7% | $84,808-31.5% |
| Participation rate | 22.2% | 72.9%-50.6pp | 76.6%-54.3pp | 68.3%-46.1pp |
| Annual return | 17.29% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,171 | $4,242-72.4% | $5,107-77.1% | $4,212-72.2% |
| Admin fee / account holder | $11 | $8,989-99.9% | $12,068-99.9% | $7,344-99.9% |