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 | $27,703 | $210,408-86.8% | $153,485-82.0% | $145,922-81.0% |
| Participation rate | 69.6% | 82.1%-12.6pp | 77.1%-7.5pp | 80.3%-10.7pp |
| Annual return | 8.52% | 13.37%-4.8pp | 15.65%-7.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $777 | $6,048-87.2% | $5,039-84.6% | $4,660-83.3% |
| Participant deferral / active EE | $2,059 | $7,975-74.2% | $6,757-69.5% | $6,688-69.2% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |