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 5-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 | $51,890 | $74,927-30.7% | $101,794-49.0% | $84,808-38.8% |
| Participation rate | 5.6% | 61.4%-55.8pp | 69.2%-63.6pp | 68.3%-62.8pp |
| Annual return | 22.62% | 18.70%+3.9pp | 30.53%-7.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $254 | $1,522-83.3% | $2,289-88.9% | $2,631-90.3% |
| Participant deferral / active EE | $487 | $3,099-84.3% | $4,084-88.1% | $4,212-88.4% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |