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 | $135,019 | $98,750+36.7% | $149,696-9.8% | $79,858+69.1% |
| Participation rate | 15.8% | 75.8%-60.0pp | 82.5%-66.7pp | 69.6%-53.8pp |
| Annual return | 14.86% | 27.43%-12.6pp | 276.60%-261.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $485 | $3,216-84.9% | $4,644-89.6% | $2,471-80.4% |
| Participant deferral / active EE | $1,577 | $5,680-72.2% | $6,842-77.0% | $3,740-57.8% |
| Admin fee / account holder | $40 | $6,053-99.3% | $9,309-99.6% | $5,306-99.2% |