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 | $45,222 | $198,466-77.2% | $170,442-73.5% | $147,584-69.4% |
| Participation rate | 18.2% | 88.0%-69.8pp | 83.6%-65.4pp | 82.8%-64.6pp |
| Annual return | 34.82% | 257.29%-222.5pp | 205.93%-171.1pp | 578.55%-543.7pp |
| Employer contribution / active EE | $652 | $6,184-89.5% | $5,433-88.0% | $4,876-86.6% |
| Participant deferral / active EE | $1,600 | $5,629-71.6% | $4,939-67.6% | $5,439-70.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |