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 | $62,661 | $91,552-31.6% | $133,956-53.2% | $79,858-21.5% |
| Participation rate | 26.7% | 73.3%-46.7pp | 79.8%-53.2pp | 69.6%-43.0pp |
| Annual return | 20.31% | 61.85%-41.5pp | 45.09%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $161 | $2,384-93.3% | $3,919-95.9% | $2,471-93.5% |
| Participant deferral / active EE | $1,607 | $3,733-57.0% | $5,048-68.2% | $3,740-57.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |