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 | $37,047 | $85,202-56.5% | $172,739-78.6% | $72,985-49.2% |
| Participation rate | 13.8% | 70.1%-56.3pp | 82.6%-68.9pp | 69.5%-55.7pp |
| Annual return | 19.45% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $269 | $3,324-91.9% | $5,143-94.8% | $2,440-89.0% |
| Participant deferral / active EE | $816 | $3,260-75.0% | $5,198-84.3% | $3,607-77.4% |
| Admin fee / account holder | $285 | $5,884-95.2% | $13,954-98.0% | $5,124-94.4% |