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 | $27,667 | $58,577-52.8% | $83,333-66.8% | $64,186-56.9% |
| Participation rate | 8.6% | 72.0%-63.4pp | 77.8%-69.1pp | 69.6%-60.9pp |
| Annual return | 13.86% | 9.65%+4.2pp | 10.63%+3.2pp | 7.63%+6.2pp |
| Employer contribution / active EE | $206 | $2,098-90.2% | $3,379-93.9% | $2,381-91.3% |
| Participant deferral / active EE | $223 | $4,654-95.2% | $5,565-96.0% | $3,470-93.6% |
| Admin fee / account holder | $19 | $9,275-99.8% | $7,510-99.7% | $4,888-99.6% |