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 | $114,656 | $117,983-2.8% | $101,794+12.6% | $142,382-19.5% |
| Participation rate | 4.5% | 74.2%-69.7pp | 69.2%-64.6pp | 80.1%-75.6pp |
| Annual return | 15.08% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $110 | $2,773-96.0% | $2,289-95.2% | $4,299-97.4% |
| Participant deferral / active EE | $112 | $4,714-97.6% | $4,084-97.3% | $6,507-98.3% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |