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 | $130,220 | $64,707+101.2% | $112,228+16.0% | $68,494+90.1% |
| Participation rate | 14.9% | 67.2%-52.3pp | 75.1%-60.2pp | 67.9%-53.0pp |
| Annual return | -13.59% | -11.40%-2.2pp | 27.45%-41.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $751 | $3,565-78.9% | $4,728-84.1% | $4,027-81.3% |
| Admin fee / account holder | $292 | $5,232-94.4% | $6,410-95.4% | $5,403-94.6% |