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 | $23,220 | $165,335-86.0% | $149,696-84.5% | $158,922-85.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 21.80% | 348.15%-326.3pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $577 | $5,103-88.7% | $4,644-87.6% | $4,761-87.9% |
| Participant deferral / active EE | $577 | $7,181-92.0% | $6,842-91.6% | $5,982-90.4% |
| Admin fee / account holder | $132 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |