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 | $128,412 | $86,929+47.7% | $102,423+25.4% | $80,856+58.8% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.6%-42.6pp |
| Annual return | 23.29% | 18.88%+4.4pp | 29.32%-6.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $174 | $2,369-92.7% | $3,023-94.3% | $2,755-93.7% |
| Participant deferral / active EE | $676 | $4,118-83.6% | $5,053-86.6% | $4,296-84.3% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |