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 | $36,740 | $152,587-75.9% | $125,175-70.6% | $152,861-76.0% |
| Participation rate | 27.3% | 83.3%-56.1pp | 79.8%-52.5pp | 82.4%-55.2pp |
| Annual return | 16.70% | 54.84%-38.1pp | 43.79%-27.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $506 | $4,946-89.8% | $3,865-86.9% | $4,762-89.4% |
| Participant deferral / active EE | $1,398 | $5,868-76.2% | $4,937-71.7% | $5,850-76.1% |
| Admin fee / account holder | $100 | $13,434-99.3% | $9,702-99.0% | $11,596-99.1% |