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 | $69,954 | $57,016+22.7% | $84,966-17.7% | $80,856-13.5% |
| Participation rate | 7.4% | 56.3%-48.9pp | 67.5%-60.1pp | 67.6%-60.2pp |
| Annual return | 15.49% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $225 | $1,798-87.5% | $2,727-91.8% | $2,755-91.8% |
| Participant deferral / active EE | $225 | $3,110-92.8% | $4,519-95.0% | $4,296-94.8% |
| Admin fee / account holder | $60 | $4,980-98.8% | $6,149-99.0% | $6,918-99.1% |