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 | $79,938 | $109,359-26.9% | $162,163-50.7% | $72,985+9.5% |
| Participation rate | 27.6% | 84.3%-56.7pp | 87.6%-60.0pp | 69.5%-41.9pp |
| Annual return | 21.54% | 25.46%-3.9pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $805 | $3,907-79.4% | $5,614-85.7% | $2,440-67.0% |
| Participant deferral / active EE | $1,486 | $5,481-72.9% | $7,298-79.6% | $3,607-58.8% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |