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 | $143,958 | $101,724+41.5% | $164,813-12.7% | $80,856+78.0% |
| Participation rate | 2.2% | 71.8%-69.7pp | 78.6%-76.4pp | 67.6%-65.5pp |
| Annual return | 15.61% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $136 | $4,477-97.0% | $6,031-97.8% | $4,296-96.8% |
| Admin fee / account holder | $60 | $8,227-99.3% | $12,690-99.5% | $6,918-99.1% |