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 | $47,914 | $57,828-17.1% | $117,039-59.1% | $70,131-31.7% |
| Participation rate | 25.0% | 67.1%-42.1pp | 77.2%-52.2pp | 69.5%-44.5pp |
| Annual return | 11.92% | 17.55%-5.6pp | 18.95%-7.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $418 | $1,816-77.0% | $3,785-89.0% | $2,342-82.2% |
| Participant deferral / active EE | $788 | $2,438-67.7% | $3,929-79.9% | $3,332-76.3% |
| Admin fee / account holder | $28 | $3,548-99.2% | $5,974-99.5% | $4,645-99.4% |