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 | $24,377 | $65,365-62.7% | $92,893-73.8% | $72,985-66.6% |
| Participation rate | 32.4% | 68.3%-35.9pp | 76.0%-43.6pp | 69.5%-37.1pp |
| Annual return | 55.45% | 42.10%+13.3pp | 109.41%-54.0pp | 81.00%-25.6pp |
| Employer contribution / active EE | $261 | $2,594-89.9% | $3,653-92.9% | $2,440-89.3% |
| Participant deferral / active EE | $618 | $3,128-80.3% | $4,236-85.4% | $3,607-82.9% |
| Admin fee / account holder | $141 | $4,251-96.7% | $5,794-97.6% | $5,124-97.2% |