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 | $58,757 | $91,552-35.8% | $133,956-56.1% | $79,858-26.4% |
| Participation rate | 17.1% | 73.3%-56.3pp | 79.8%-62.8pp | 69.6%-52.6pp |
| Annual return | 10.96% | 61.85%-50.9pp | 45.09%-34.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $338 | $2,384-85.8% | $3,919-91.4% | $2,471-86.3% |
| Participant deferral / active EE | $443 | $3,733-88.1% | $5,048-91.2% | $3,740-88.2% |
| Admin fee / account holder | $35 | $6,321-99.4% | $8,927-99.6% | $5,306-99.3% |