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 8-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 | $218,833 | $89,753+143.8% | $107,525+103.5% | $84,808+158.0% |
| Participation rate | 6.9% | 68.1%-61.1pp | 75.1%-68.1pp | 68.3%-61.4pp |
| Annual return | 17.56% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $228 | $3,113-92.7% | $3,754-93.9% | $2,631-91.4% |
| Participant deferral / active EE | $1,651 | $4,056-59.3% | $5,116-67.7% | $4,212-60.8% |
| Admin fee / account holder | $1 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |