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 | $38,442 | $162,781-76.4% | $133,956-71.3% | $158,922-75.8% |
| Participation rate | 40.9% | 83.2%-42.3pp | 79.8%-38.9pp | 82.0%-41.0pp |
| Annual return | 8.75% | 41.94%-33.2pp | 45.09%-36.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $738 | $4,975-85.2% | $3,919-81.2% | $4,761-84.5% |
| Participant deferral / active EE | $796 | $5,911-86.5% | $5,048-84.2% | $5,982-86.7% |
| Admin fee / account holder | $289 | $11,736-97.5% | $8,927-96.8% | $11,246-97.4% |