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 | $35,805 | $53,777-33.4% | $134,143-73.3% | $79,858-55.2% |
| Participation rate | 23.7% | 58.8%-35.1pp | 72.2%-48.5pp | 69.6%-45.9pp |
| Annual return | 11.63% | 19.01%-7.4pp | 36.33%-24.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $95 | $1,321-92.8% | $3,704-97.4% | $2,471-96.2% |
| Participant deferral / active EE | $634 | $2,420-73.8% | $3,499-81.9% | $3,740-83.0% |
| Admin fee / account holder | $267 | $3,984-93.3% | $6,684-96.0% | $5,306-95.0% |