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 | $93,196 | $209,411-55.5% | $178,490-47.8% | $158,922-41.4% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 10.62% | 188.75%-178.1pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $707 | $5,706-87.6% | $5,011-85.9% | $4,761-85.2% |
| Participant deferral / active EE | $1,046 | $5,954-82.4% | $5,202-79.9% | $5,982-82.5% |
| Admin fee / account holder | $163 | $17,074-99.0% | $13,984-98.8% | $11,246-98.6% |