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 | $125,800 | $127,777-1.5% | $106,548+18.1% | $167,490-24.9% |
| Participation rate | 45.5% | 78.3%-32.8pp | 76.1%-30.7pp | 82.1%-36.7pp |
| Annual return | 11.12% | 33.87%-22.7pp | 26.80%-15.7pp | 478.56%-467.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,321 | $5,087-74.0% | $4,398-70.0% | $6,341-79.2% |
| Admin fee / account holder | $267 | $11,228-97.6% | $7,407-96.4% | $12,309-97.8% |