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 | $71,683 | $157,256-54.4% | $141,162-49.2% | $152,861-53.1% |
| Participation rate | 27.3% | 84.8%-57.5pp | 82.5%-55.2pp | 82.4%-55.2pp |
| Annual return | 47.84% | 64.32%-16.5pp | 71.39%-23.6pp | 345.32%-297.5pp |
| Employer contribution / active EE | $378 | $5,261-92.8% | $4,735-92.0% | $4,762-92.1% |
| Participant deferral / active EE | $1,889 | $7,109-73.4% | $6,709-71.8% | $5,850-67.7% |
| Admin fee / account holder | -$3,065 | $12,120-125.3% | $10,261-129.9% | $11,596-126.4% |