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 | $157,973 | $111,724+41.4% | $93,606+68.8% | $145,922+8.3% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 11.84% | 202.98%-191.1pp | 133.20%-121.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $169 | $3,090-94.5% | $2,420-93.0% | $4,660-96.4% |
| Participant deferral / active EE | $704 | $4,912-85.7% | $4,411-84.0% | $6,688-89.5% |
| Admin fee / account holder | $28 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |