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 | $41,311 | $217,402-81.0% | $185,823-77.8% | $167,490-75.3% |
| Participation rate | 35.3% | 86.0%-50.7pp | 81.7%-46.4pp | 82.1%-46.8pp |
| Annual return | 12.16% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $519 | $5,873-91.2% | $5,167-90.0% | $4,837-89.3% |
| Participant deferral / active EE | $1,967 | $6,356-69.1% | $5,568-64.7% | $6,341-69.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |