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 | $27,202 | $72,012-62.2% | $185,823-85.4% | $79,858-65.9% |
| Participation rate | 21.9% | 65.8%-43.9pp | 78.0%-56.2pp | 69.6%-47.8pp |
| Annual return | 14.92% | 23.12%-8.2pp | 35.95%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $122 | $1,965-93.8% | $4,087-97.0% | $2,471-95.1% |
| Participant deferral / active EE | $646 | $3,779-82.9% | $5,632-88.5% | $3,740-82.7% |
| Admin fee / account holder | $19 | $4,513-99.6% | $9,500-99.8% | $5,306-99.6% |