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 | $31,184 | $165,335-81.1% | $149,696-79.2% | $158,922-80.4% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 17.25% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $734 | $5,103-85.6% | $4,644-84.2% | $4,761-84.6% |
| Participant deferral / active EE | $1,908 | $7,181-73.4% | $6,842-72.1% | $5,982-68.1% |
| Admin fee / account holder | $182 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |