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 | $31,304 | $48,046-34.8% | $84,611-63.0% | $72,985-57.1% |
| Participation rate | 32.7% | 57.6%-24.9pp | 68.2%-35.6pp | 69.5%-36.8pp |
| Annual return | 23.24% | 37.38%-14.1pp | 258.74%-235.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $85 | $1,602-94.7% | $2,652-96.8% | $2,440-96.5% |
| Participant deferral / active EE | $532 | $2,680-80.1% | $3,899-86.3% | $3,607-85.2% |
| Admin fee / account holder | $132 | $3,395-96.1% | $4,912-97.3% | $5,124-97.4% |