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 | $12,587 | $54,762-77.0% | $90,281-86.1% | $72,985-82.8% |
| Participation rate | 37.5% | 65.1%-27.6pp | 73.3%-35.8pp | 69.5%-32.0pp |
| Annual return | 20.05% | 30.63%-10.6pp | 78.10%-58.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $499 | $2,887-82.7% | $3,885-87.1% | $3,607-86.2% |
| Admin fee / account holder | $209 | $3,972-94.7% | $5,351-96.1% | $5,124-95.9% |