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 | $100,243 | $124,319-19.4% | $111,297-9.9% | $167,490-40.1% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 15.95% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $602 | $3,435-82.5% | $2,731-78.0% | $4,837-87.6% |
| Participant deferral / active EE | $1,116 | $5,180-78.5% | $4,487-75.1% | $6,341-82.4% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |