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 | $107,615 | $76,367+40.9% | $93,606+15.0% | $72,985+47.4% |
| Participation rate | 20.0% | 71.7%-51.7pp | 75.8%-55.8pp | 69.5%-49.5pp |
| Annual return | 27.82% | 25.82%+2.0pp | 32.76%-4.9pp | 81.00%-53.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $365 | $3,538-89.7% | $4,069-91.0% | $3,607-89.9% |
| Admin fee / account holder | $13 | $6,838-99.8% | $7,888-99.8% | $5,124-99.7% |