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 8-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 | $32,873 | $72,277-54.5% | $101,248-67.5% | $79,858-58.8% |
| Participation rate | 5.7% | 68.5%-62.7pp | 75.8%-70.1pp | 69.6%-63.9pp |
| Annual return | 33.38% | 22.30%+11.1pp | 46.47%-13.1pp | 31.71%+1.7pp |
| Employer contribution / active EE | $195 | $2,692-92.7% | $3,660-94.7% | $2,471-92.1% |
| Participant deferral / active EE | $634 | $3,282-80.7% | $4,370-85.5% | $3,740-83.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |