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 | $33,598 | $72,277-53.5% | $101,248-66.8% | $79,858-57.9% |
| Participation rate | 22.9% | 68.5%-45.5pp | 75.8%-52.9pp | 69.6%-46.7pp |
| Annual return | 18.22% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $330 | $2,692-87.8% | $3,660-91.0% | $2,471-86.7% |
| Participant deferral / active EE | $445 | $3,282-86.4% | $4,370-89.8% | $3,740-88.1% |
| Admin fee / account holder | $225 | $4,400-94.9% | $5,945-96.2% | $5,306-95.8% |