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 | $67,898 | $168,632-59.7% | $147,614-54.0% | $125,391-45.9% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -3.07% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.3pp |
| Employer contribution / active EE | $576 | $6,252-90.8% | $5,564-89.6% | $4,866-88.2% |
| Participant deferral / active EE | $1,716 | $5,507-68.8% | $4,895-64.9% | $5,352-67.9% |
| Admin fee / account holder | $232 | $13,580-98.3% | $11,611-98.0% | $9,540-97.6% |