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 | $98,249 | $107,334-8.5% | $92,893+5.8% | $152,861-35.7% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.4%-46.7pp |
| Annual return | 24.62% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $166 | $4,221-96.1% | $3,653-95.4% | $4,762-96.5% |
| Participant deferral / active EE | $673 | $4,845-86.1% | $4,236-84.1% | $5,850-88.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |