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 | $90,455 | $177,572-49.1% | $154,803-41.6% | $142,382-36.5% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.1%-19.7pp | 80.1%-21.8pp |
| Annual return | 19.98% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $858 | $4,810-82.2% | $4,305-80.1% | $4,299-80.1% |
| Participant deferral / active EE | $1,364 | $6,272-78.3% | $5,540-75.4% | $6,507-79.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |