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 | $53,803 | $85,022-36.7% | $70,515-23.7% | $139,434-61.4% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.3%-12.8pp | 80.3%-24.8pp |
| Annual return | 11.52% | 30.38%-18.9pp | 32.77%-21.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $97 | $3,909-97.5% | $2,973-96.7% | $4,751-98.0% |
| Participant deferral / active EE | $590 | $5,890-90.0% | $4,567-87.1% | $6,710-91.2% |
| Admin fee / account holder | $222 | $8,906-97.5% | $6,412-96.5% | $11,403-98.1% |