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 | $43,941 | $65,365-32.8% | $92,893-52.7% | $72,985-39.8% |
| Participation rate | 22.2% | 68.3%-46.1pp | 76.0%-53.8pp | 69.5%-47.3pp |
| Annual return | 19.68% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $565 | $2,594-78.2% | $3,653-84.5% | $2,440-76.8% |
| Participant deferral / active EE | $973 | $3,128-68.9% | $4,236-77.0% | $3,607-73.0% |
| Admin fee / account holder | $5 | $4,251-99.9% | $5,794-99.9% | $5,124-99.9% |