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 | $22,438 | $72,012-68.8% | $185,823-87.9% | $79,858-71.9% |
| Participation rate | 22.5% | 65.8%-43.3pp | 78.0%-55.5pp | 69.6%-47.1pp |
| Annual return | 24.32% | 23.12%+1.2pp | 35.95%-11.6pp | 31.71%-7.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $927 | $3,779-75.5% | $5,632-83.5% | $3,740-75.2% |
| Admin fee / account holder | $266 | $4,513-94.1% | $9,500-97.2% | $5,306-95.0% |