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 | $28,476 | $68,547-58.5% | $120,354-76.3% | $80,856-64.8% |
| Participation rate | 20.6% | 61.6%-41.0pp | 71.9%-51.3pp | 67.6%-47.0pp |
| Annual return | 10.46% | 23.60%-13.1pp | 107.15%-96.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $378 | $2,051-81.6% | $3,463-89.1% | $2,755-86.3% |
| Participant deferral / active EE | $569 | $3,173-82.1% | $4,991-88.6% | $4,296-86.8% |
| Admin fee / account holder | $144 | $5,732-97.5% | $9,423-98.5% | $6,918-97.9% |