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 | $23,642 | $45,031-47.5% | $84,966-72.2% | $77,643-69.6% |
| Participation rate | 6.7% | 48.7%-42.0pp | 67.5%-60.8pp | 70.6%-63.9pp |
| Annual return | 12.55% | 79.22%-66.7pp | 66.38%-53.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $94 | $1,609-94.1% | $2,727-96.5% | $2,726-96.5% |
| Participant deferral / active EE | $231 | $2,807-91.8% | $4,519-94.9% | $4,647-95.0% |
| Admin fee / account holder | $141 | $912-84.5% | $6,149-97.7% | $430-67.1% |