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 | $60,699 | $86,286-29.7% | $111,297-45.5% | $85,850-29.3% |
| Participation rate | 37.0% | 73.3%-36.3pp | 77.3%-40.3pp | 69.3%-32.3pp |
| Annual return | 12.40% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $354 | $2,043-82.7% | $2,731-87.0% | $2,565-86.2% |
| Participant deferral / active EE | $740 | $3,641-79.7% | $4,487-83.5% | $3,952-81.3% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |