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 | $29,019 | $165,335-82.4% | $149,696-80.6% | $158,922-81.7% |
| Participation rate | 21.1% | 84.6%-63.5pp | 82.5%-61.4pp | 82.0%-60.9pp |
| Annual return | 16.74% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $271 | $5,103-94.7% | $4,644-94.2% | $4,761-94.3% |
| Participant deferral / active EE | $760 | $7,181-89.4% | $6,842-88.9% | $5,982-87.3% |
| Admin fee / account holder | $162 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |