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 5-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 | $37,536 | $109,413-65.7% | $156,263-76.0% | $84,808-55.7% |
| Participation rate | 29.3% | 72.7%-43.4pp | 78.9%-49.6pp | 68.3%-39.0pp |
| Annual return | 14.44% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $360 | $2,907-87.6% | $4,333-91.7% | $2,631-86.3% |
| Participant deferral / active EE | $1,630 | $4,590-64.5% | $6,158-73.5% | $4,212-61.3% |
| Admin fee / account holder | $37 | $9,357-99.6% | $14,255-99.7% | $7,344-99.5% |