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 | $47,567 | $201,272-76.4% | $184,203-74.2% | $145,922-67.4% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 14.84% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,083 | $7,022-84.6% | $6,427-83.1% | $4,660-76.8% |
| Participant deferral / active EE | $2,224 | $9,806-77.3% | $9,131-75.6% | $6,688-66.7% |
| Admin fee / account holder | $261 | $16,364-98.4% | $13,901-98.1% | $13,397-98.1% |