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 | $138,951 | $91,552+51.8% | $133,956+3.7% | $79,858+74.0% |
| Participation rate | 37.7% | 73.3%-35.7pp | 79.8%-42.2pp | 69.6%-32.0pp |
| Annual return | 25.91% | 61.85%-35.9pp | 45.09%-19.2pp | 31.71%-5.8pp |
| Employer contribution / active EE | $144 | $2,384-94.0% | $3,919-96.3% | $2,471-94.2% |
| Participant deferral / active EE | $964 | $3,733-74.2% | $5,048-80.9% | $3,740-74.2% |
| Admin fee / account holder | $192 | $6,321-97.0% | $8,927-97.9% | $5,306-96.4% |