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 | $42,598 | $93,571-54.5% | $135,903-68.7% | $75,163-43.3% |
| Participation rate | 51.7% | 75.2%-23.5pp | 81.9%-30.2pp | 67.2%-15.5pp |
| Annual return | 27.23% | 30.90%-3.7pp | 68.23%-41.0pp | 160.62%-133.4pp |
| Employer contribution / active EE | $455 | $3,537-87.1% | $4,856-90.6% | $2,670-82.9% |
| Participant deferral / active EE | $1,375 | $6,404-78.5% | $7,758-82.3% | $4,125-66.7% |
| Admin fee / account holder | $269 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |