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 | $21,907 | $54,541-59.8% | $78,778-72.2% | $70,131-68.8% |
| Participation rate | 9.8% | 60.8%-51.0pp | 69.2%-59.4pp | 69.5%-59.7pp |
| Annual return | 31.80% | 21.07%+10.7pp | 35.62%-3.8pp | 73.14%-41.3pp |
| Employer contribution / active EE | $135 | $1,089-87.6% | $1,986-93.2% | $2,342-94.2% |
| Participant deferral / active EE | $804 | $2,210-63.6% | $2,958-72.8% | $3,332-75.9% |
| Admin fee / account holder | $106 | $3,709-97.1% | $5,134-97.9% | $4,645-97.7% |