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 | $28,080 | $109,881-74.4% | $150,045-81.3% | $84,808-66.9% |
| Participation rate | 19.0% | 76.1%-57.0pp | 82.3%-63.3pp | 68.3%-49.3pp |
| Annual return | 16.60% | 28.25%-11.6pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $344 | $3,561-90.3% | $4,693-92.7% | $2,631-86.9% |
| Participant deferral / active EE | $629 | $6,636-90.5% | $7,997-92.1% | $4,212-85.1% |
| Admin fee / account holder | $95 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |