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 | $32,891 | $140,588-76.6% | $123,104-73.3% | $125,391-73.8% |
| Participation rate | 61.9% | 88.2%-26.3pp | 86.8%-24.9pp | 83.2%-21.3pp |
| Annual return | -1.68% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $836 | $6,041-86.2% | $5,151-83.8% | $4,866-82.8% |
| Participant deferral / active EE | $1,304 | $6,980-81.3% | $6,230-79.1% | $5,352-75.6% |
| Admin fee / account holder | $28 | $11,198-99.7% | $9,015-99.7% | $9,540-99.7% |