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 | $28,403 | $68,547-58.6% | $120,354-76.4% | $80,856-64.9% |
| Participation rate | 17.9% | 61.6%-43.7pp | 71.9%-54.0pp | 67.6%-49.7pp |
| Annual return | 11.24% | 23.60%-12.4pp | 107.15%-95.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $273 | $2,051-86.7% | $3,463-92.1% | $2,755-90.1% |
| Participant deferral / active EE | $273 | $3,173-91.4% | $4,991-94.5% | $4,296-93.6% |
| Admin fee / account holder | $76 | $5,732-98.7% | $9,423-99.2% | $6,918-98.9% |