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 | $162,768 | $88,751+83.4% | $81,812+99.0% | $145,922+11.5% |
| Participation rate | 13.6% | 75.0%-61.4pp | 72.3%-58.7pp | 80.3%-66.6pp |
| Annual return | 24.14% | 1025.40%-1001.3pp | 773.79%-749.6pp | 561.29%-537.1pp |
| Employer contribution / active EE | $309 | $3,083-90.0% | $2,912-89.4% | $4,660-93.4% |
| Participant deferral / active EE | $515 | $4,643-88.9% | $4,319-88.1% | $6,688-92.3% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |