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 | $166,570 | $98,240+69.6% | $82,313+102.4% | $147,584+12.9% |
| Participation rate | 16.7% | 79.7%-63.1pp | 76.9%-60.2pp | 82.8%-66.2pp |
| Annual return | 16.71% | 30.85%-14.1pp | 25.88%-9.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $544 | $3,192-83.0% | $2,428-77.6% | $4,876-88.8% |
| Participant deferral / active EE | $758 | $4,383-82.7% | $3,706-79.5% | $5,439-86.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |