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 | $118,879 | $185,822-36.0% | $169,993-30.1% | $139,434-14.7% |
| Participation rate | 26.1% | 87.8%-61.7pp | 87.0%-60.9pp | 80.3%-54.2pp |
| Annual return | 15.73% | 60.50%-44.8pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $748 | $11,622-93.6% | $10,408-92.8% | $6,710-88.8% |
| Admin fee / account holder | $52 | $15,381-99.7% | $12,815-99.6% | $11,403-99.5% |