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 | $29,316 | $159,602-81.6% | $150,045-80.5% | $142,382-79.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 12.76% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $758 | $4,961-84.7% | $4,693-83.9% | $4,299-82.4% |
| Participant deferral / active EE | $758 | $8,310-90.9% | $7,997-90.5% | $6,507-88.4% |
| Admin fee / account holder | $138 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |