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 9-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 | $95,974 | $49,227+95.0% | $70,449+36.2% | $79,858+20.2% |
| Participation rate | 1.3% | 69.2%-67.9pp | 75.1%-73.7pp | 69.6%-68.3pp |
| Annual return | 6.54% | 30.06%-23.5pp | 109.03%-102.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $341 | $2,768-87.7% | $3,709-90.8% | $3,740-90.9% |
| Admin fee / account holder | $195 | $2,878-93.2% | $3,845-94.9% | $5,306-96.3% |