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 | $37,145 | $67,606-45.1% | $82,313-54.9% | $70,131-47.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 12.25% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $37 | $1,755-97.9% | $2,428-98.5% | $2,342-98.4% |
| Participant deferral / active EE | $1,100 | $2,987-63.2% | $3,706-70.3% | $3,332-67.0% |
| Admin fee / account holder | $46 | $4,512-99.0% | $5,608-99.2% | $4,645-99.0% |