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 | $135,623 | $109,327+24.1% | $89,391+51.7% | $158,922-14.7% |
| Participation rate | 6.3% | 74.3%-68.0pp | 68.0%-61.7pp | 82.0%-75.7pp |
| Annual return | 15.41% | 345.68%-330.3pp | 245.62%-230.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $167 | $3,170-94.7% | $2,586-93.5% | $4,761-96.5% |
| Participant deferral / active EE | $500 | $4,598-89.1% | $3,890-87.1% | $5,982-91.6% |
| Admin fee / account holder | $60 | $6,153-99.0% | $4,881-98.8% | $11,246-99.5% |