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 | $47,096 | $72,492-35.0% | $87,100-45.9% | $72,985-35.5% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.9%-28.4pp | 69.5%-21.0pp |
| Annual return | 22.41% | 24.46%-2.1pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $875 | $3,270-73.2% | $4,049-78.4% | $3,607-75.7% |
| Admin fee / account holder | $24 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |