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 | $47,858 | $88,707-46.0% | $74,183-35.5% | $273,961-82.5% |
| Participation rate | 20.8% | 79.4%-58.6pp | 76.6%-55.8pp | 83.0%-62.2pp |
| Annual return | 3.32% | 11.94%-8.6pp | 17.74%-14.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $148 | $3,159-95.3% | $2,370-93.8% | $4,869-97.0% |
| Participant deferral / active EE | $295 | $4,212-93.0% | $3,550-91.7% | $5,287-94.4% |
| Admin fee / account holder | $25 | $8,717-99.7% | $5,586-99.6% | $10,132-99.8% |