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 | $18,495 | $295,684-93.7% | $154,803-88.1% | - |
| Participation rate | 39.4% | 53.1%-13.7pp | 78.1%-38.7pp | - |
| Annual return | 18.91% | 11.49%+7.4pp | 58.88%-40.0pp | - |
| Employer contribution / active EE | $371 | $1,145-67.6% | $4,305-91.4% | - |
| Participant deferral / active EE | $1,134 | $2,052-44.7% | $5,540-79.5% | - |
| Admin fee / account holder | $201 | $60,072-99.7% | $14,329-98.6% | - |