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 5-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 | $70,955 | $89,753-20.9% | $107,525-34.0% | $84,808-16.3% |
| Participation rate | 17.9% | 68.1%-50.2pp | 75.1%-57.2pp | 68.3%-50.5pp |
| Annual return | 17.36% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $426 | $3,113-86.3% | $3,754-88.6% | $2,631-83.8% |
| Participant deferral / active EE | $778 | $4,056-80.8% | $5,116-84.8% | $4,212-81.5% |
| Admin fee / account holder | $20 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |