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 | $43,857 | $214,378-79.5% | $200,582-78.1% | $142,382-69.2% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 13.04% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $86 | $6,841-98.7% | $6,419-98.7% | $4,299-98.0% |
| Participant deferral / active EE | $971 | $9,865-90.2% | $9,331-89.6% | $6,507-85.1% |
| Admin fee / account holder | $113 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |