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 | $99,746 | $162,781-38.7% | $133,956-25.5% | $158,922-37.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 16.01% | 41.94%-25.9pp | 45.09%-29.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $91 | $4,975-98.2% | $3,919-97.7% | $4,761-98.1% |
| Participant deferral / active EE | $1,595 | $5,911-73.0% | $5,048-68.4% | $5,982-73.3% |
| Admin fee / account holder | $74 | $11,736-99.4% | $8,927-99.2% | $11,246-99.3% |