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 | $62,040 | $53,777+15.4% | $134,143-53.8% | $79,858-22.3% |
| Participation rate | 21.2% | 58.8%-37.6pp | 72.2%-51.0pp | 69.6%-48.4pp |
| Annual return | 22.93% | 19.01%+3.9pp | 36.33%-13.4pp | 31.71%-8.8pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $435 | $2,420-82.0% | $3,499-87.6% | $3,740-88.4% |
| Admin fee / account holder | $47 | $3,984-98.8% | $6,684-99.3% | $5,306-99.1% |