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 | $67,816 | $135,635-50.0% | $110,238-38.5% | $135,375-49.9% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | 2.11% | 513.19%-511.1pp | 314.74%-312.6pp | 519.73%-517.6pp |
| Employer contribution / active EE | $118 | $4,906-97.6% | $3,826-96.9% | $4,779-97.5% |
| Participant deferral / active EE | $1,424 | $5,506-74.1% | $4,672-69.5% | $5,609-74.6% |
| Admin fee / account holder | $239 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |