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 | $156,986 | $99,032+58.5% | $80,019+96.2% | $135,375+16.0% |
| Participation rate | 37.5% | 78.4%-40.9pp | 75.8%-38.3pp | 82.6%-45.1pp |
| Annual return | 6.66% | 15.39%-8.7pp | 11.22%-4.6pp | 519.73%-513.1pp |
| Employer contribution / active EE | $260 | $3,043-91.5% | $2,468-89.5% | $4,779-94.6% |
| Participant deferral / active EE | $325 | $4,282-92.4% | $3,686-91.2% | $5,609-94.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |