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 | $36,666 | $67,606-45.8% | $82,313-55.5% | $70,131-47.7% |
| Participation rate | 41.9% | 72.8%-30.8pp | 76.9%-35.0pp | 69.5%-27.6pp |
| Annual return | 15.20% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $149 | $1,755-91.5% | $2,428-93.9% | $2,342-93.7% |
| Participant deferral / active EE | $594 | $2,987-80.1% | $3,706-84.0% | $3,332-82.2% |
| Admin fee / account holder | $166 | $4,512-96.3% | $5,608-97.0% | $4,645-96.4% |