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 | $138,462 | $181,894-23.9% | $156,549-11.6% | $273,961-49.5% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 6.84% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $679 | $6,248-89.1% | $5,501-87.7% | $4,869-86.0% |
| Participant deferral / active EE | $794 | $5,550-85.7% | $4,871-83.7% | $5,287-85.0% |
| Admin fee / account holder | $268 | $15,559-98.3% | $13,027-97.9% | $10,132-97.4% |