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 | $25,459 | $65,041-60.9% | $90,951-72.0% | $79,858-68.1% |
| Participation rate | 58.5% | 61.6%-3.1pp | 69.0%-10.5pp | 69.6%-11.1pp |
| Annual return | 12.30% | 30.45%-18.1pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $459 | $2,512-81.7% | $3,373-86.4% | $3,740-87.7% |
| Admin fee / account holder | $165 | $4,536-96.4% | $5,959-97.2% | $5,306-96.9% |