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 | $216,476 | $78,672+175.2% | $109,143+98.3% | $85,850+152.2% |
| Participation rate | 2.7% | 68.3%-65.6pp | 75.9%-73.2pp | 69.3%-66.6pp |
| Annual return | 15.10% | 25.09%-10.0pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $268 | $2,735-90.2% | $3,722-92.8% | $2,565-89.6% |
| Participant deferral / active EE | $446 | $3,467-87.1% | $4,653-90.4% | $3,952-88.7% |
| Admin fee / account holder | $120 | $5,469-97.8% | $6,752-98.2% | $6,260-98.1% |