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 | $106,988 | $62,586+70.9% | $76,768+39.4% | $64,186+66.7% |
| Participation rate | 13.9% | 72.8%-58.9pp | 77.0%-63.1pp | 69.6%-55.7pp |
| Annual return | -5.95% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $406 | $1,832-77.9% | $2,485-83.7% | $2,381-83.0% |
| Participant deferral / active EE | $522 | $3,145-83.4% | $3,852-86.4% | $3,470-84.9% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |