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 | $74,458 | $163,101-54.3% | $136,749-45.6% | $142,382-47.7% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 14.78% | 27.54%-12.8pp | 24.33%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $632 | $4,117-84.6% | $3,400-81.4% | $4,299-85.3% |
| Participant deferral / active EE | $579 | $5,585-89.6% | $4,692-87.7% | $6,507-91.1% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |