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 | $84,526 | $81,208+4.1% | $98,907-14.5% | $79,858+5.8% |
| Participation rate | 23.1% | 72.5%-49.4pp | 76.0%-52.9pp | 69.6%-46.6pp |
| Annual return | 23.44% | 60.99%-37.6pp | 196.43%-173.0pp | 31.71%-8.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $520 | $3,265-84.1% | $4,244-87.8% | $3,740-86.1% |
| Admin fee / account holder | $78 | $6,013-98.7% | $6,642-98.8% | $5,306-98.5% |