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 | $227,291 | $58,512+288.5% | $84,015+170.5% | $72,985+211.4% |
| Participation rate | 3.1% | 61.2%-58.2pp | 69.0%-65.9pp | 69.5%-66.4pp |
| Annual return | 19.68% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $57 | $1,163-95.1% | $1,983-97.1% | $2,440-97.7% |
| Participant deferral / active EE | $585 | $2,394-75.6% | $3,239-81.9% | $3,607-83.8% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |