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 | $121,641 | $165,335-26.4% | $149,696-18.7% | $158,922-23.5% |
| Participation rate | 11.1% | 84.6%-73.5pp | 82.5%-71.4pp | 82.0%-70.8pp |
| Annual return | 23.88% | 348.15%-324.3pp | 276.60%-252.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $400 | $5,103-92.2% | $4,644-91.4% | $4,761-91.6% |
| Participant deferral / active EE | $1,000 | $7,181-86.1% | $6,842-85.4% | $5,982-83.3% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |