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 | $39,077 | $117,983-66.9% | $101,794-61.6% | $142,382-72.6% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 11.70% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $231 | $2,773-91.7% | $2,289-89.9% | $4,299-94.6% |
| Participant deferral / active EE | $461 | $4,714-90.2% | $4,084-88.7% | $6,507-92.9% |
| Admin fee / account holder | $71 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |