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 | $39,709 | $104,974-62.2% | $95,585-58.5% | $142,382-72.1% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.1%-53.9pp | 80.1%-61.9pp |
| Annual return | 13.24% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $496 | $4,352-88.6% | $4,023-87.7% | $6,507-92.4% |
| Admin fee / account holder | $16 | $6,386-99.8% | $6,127-99.7% | $12,624-99.9% |