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 | $91,132 | $89,355+2.0% | $141,162-35.4% | $72,985+24.9% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.5%-54.9pp | 69.5%-41.9pp |
| Annual return | 27.20% | 111.85%-84.6pp | 71.39%-44.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $147 | $3,114-95.3% | $4,735-96.9% | $2,440-94.0% |
| Participant deferral / active EE | $613 | $5,418-88.7% | $6,709-90.9% | $3,607-83.0% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |