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 | $24,277 | $93,571-74.1% | $135,903-82.1% | $75,163-67.7% |
| Participation rate | 44.1% | 75.2%-31.1pp | 81.9%-37.8pp | 67.2%-23.1pp |
| Annual return | 18.85% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $343 | $3,537-90.3% | $4,856-92.9% | $2,670-87.2% |
| Participant deferral / active EE | $2,068 | $6,404-67.7% | $7,758-73.3% | $4,125-49.9% |
| Admin fee / account holder | $7 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |