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 | $129,120 | $46,674+176.6% | $117,472+9.9% | $68,494+88.5% |
| Participation rate | 4.0% | 56.8%-52.8pp | 70.6%-66.6pp | 67.9%-63.9pp |
| Annual return | -18.31% | -14.52%-3.8pp | 29.74%-48.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $263 | $1,505-82.5% | $4,176-93.7% | $2,596-89.9% |
| Participant deferral / active EE | $329 | $2,636-87.5% | $4,070-91.9% | $4,027-91.8% |
| Admin fee / account holder | $120 | $4,020-97.0% | $5,645-97.9% | $5,403-97.8% |