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 | $91,062 | $171,865-47.0% | $149,718-39.2% | $147,584-38.3% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 14.97% | 2113.22%-2098.2pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $250 | $6,275-96.0% | $5,445-95.4% | $4,876-94.9% |
| Participant deferral / active EE | $374 | $7,271-94.9% | $6,569-94.3% | $5,439-93.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |