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 | $34,710 | $81,248-57.3% | $155,509-77.7% | $80,856-57.1% |
| Participation rate | 12.1% | 66.2%-54.1pp | 78.2%-66.1pp | 67.6%-55.5pp |
| Annual return | 16.38% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $299 | $3,100-90.4% | $4,672-93.6% | $2,755-89.2% |
| Participant deferral / active EE | $299 | $3,452-91.3% | $5,626-94.7% | $4,296-93.0% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |