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 | $35,541 | $101,724-65.1% | $164,813-78.4% | $80,856-56.0% |
| Participation rate | 28.6% | 71.8%-43.3pp | 78.6%-50.0pp | 67.6%-39.1pp |
| Annual return | 13.29% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $592 | $2,953-80.0% | $4,341-86.4% | $2,755-78.5% |
| Participant deferral / active EE | $802 | $4,477-82.1% | $6,031-86.7% | $4,296-81.3% |
| Admin fee / account holder | $172 | $8,227-97.9% | $12,690-98.6% | $6,918-97.5% |