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 | $26,256 | $91,190-71.2% | $178,490-85.3% | $79,858-67.1% |
| Participation rate | 12.9% | 69.2%-56.3pp | 81.9%-69.0pp | 69.6%-56.7pp |
| Annual return | 33.40% | 24.19%+9.2pp | 151.07%-117.7pp | 31.71%+1.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $308 | $3,236-90.5% | $5,202-94.1% | $3,740-91.8% |
| Admin fee / account holder | $284 | $6,751-95.8% | $13,984-98.0% | $5,306-94.7% |