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 | $58,524 | $86,929-32.7% | $102,423-42.9% | $80,856-27.6% |
| Participation rate | 21.9% | 72.4%-50.5pp | 76.5%-54.6pp | 67.6%-45.8pp |
| Annual return | 24.54% | 18.88%+5.7pp | 29.32%-4.8pp | 35.59%-11.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $425 | $4,118-89.7% | $5,053-91.6% | $4,296-90.1% |
| Admin fee / account holder | $8 | $8,049-99.9% | $9,451-99.9% | $6,918-99.9% |