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 | $66,489 | $110,257-39.7% | $96,544-31.1% | $139,434-52.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 10.37% | 26.32%-15.9pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $398 | $3,620-89.0% | $2,965-86.6% | $4,751-91.6% |
| Participant deferral / active EE | $610 | $5,548-89.0% | $4,851-87.4% | $6,710-90.9% |
| Admin fee / account holder | $10 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |