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 | $60,855 | $176,056-65.4% | $159,436-61.8% | $167,490-63.7% |
| Participation rate | 16.7% | 84.9%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 14.97% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $174 | $5,297-96.7% | $4,829-96.4% | $4,837-96.4% |
| Participant deferral / active EE | $1,143 | $7,750-85.3% | $7,352-84.5% | $6,341-82.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |