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 | $36,586 | $56,897-35.7% | $84,750-56.8% | $62,891-41.8% |
| Participation rate | 23.9% | 68.5%-44.6pp | 76.6%-52.7pp | 69.3%-45.4pp |
| Annual return | 7.24% | 6.30%+0.9pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $712 | $2,709-73.7% | $3,712-80.8% | $3,203-77.8% |
| Admin fee / account holder | $8 | $3,581-99.8% | $5,332-99.9% | $4,296-99.8% |