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 | $74,944 | $79,944-6.3% | $98,439-23.9% | $75,163-0.3% |
| Participation rate | 29.5% | 70.4%-40.8pp | 75.2%-45.6pp | 67.2%-37.6pp |
| Annual return | 16.71% | 19.75%-3.0pp | 21.16%-4.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $165 | $2,264-92.7% | $3,048-94.6% | $2,670-93.8% |
| Participant deferral / active EE | $783 | $3,752-79.1% | $4,738-83.5% | $4,125-81.0% |
| Admin fee / account holder | $8 | $6,840-99.9% | $8,948-99.9% | $5,651-99.9% |