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 | $35,537 | $86,929-59.1% | $102,423-65.3% | $80,856-56.0% |
| Participation rate | 20.6% | 72.4%-51.8pp | 76.5%-55.9pp | 67.6%-47.0pp |
| Annual return | 11.68% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $445 | $2,369-81.2% | $3,023-85.3% | $2,755-83.8% |
| Participant deferral / active EE | $516 | $4,118-87.5% | $5,053-89.8% | $4,296-88.0% |
| Admin fee / account holder | $38 | $8,049-99.5% | $9,451-99.6% | $6,918-99.5% |