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 | $69,620 | $123,793-43.8% | $177,821-60.8% | $79,858-12.8% |
| Participation rate | 61.7% | 84.7%-23.0pp | 87.7%-26.0pp | 69.6%-7.9pp |
| Annual return | 16.70% | 22.82%-6.1pp | 48.32%-31.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $647 | $4,095-84.2% | $5,918-89.1% | $2,471-73.8% |
| Participant deferral / active EE | $1,119 | $5,956-81.2% | $7,714-85.5% | $3,740-70.1% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |