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 | $97,784 | $109,413-10.6% | $156,263-37.4% | $84,808+15.3% |
| Participation rate | 15.5% | 72.7%-57.2pp | 78.9%-63.4pp | 68.3%-52.8pp |
| Annual return | 14.09% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $551 | $2,907-81.1% | $4,333-87.3% | $2,631-79.1% |
| Participant deferral / active EE | $1,371 | $4,590-70.1% | $6,158-77.7% | $4,212-67.4% |
| Admin fee / account holder | $9 | $9,357-99.9% | $14,255-99.9% | $7,344-99.9% |