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 | $144,209 | $167,307-13.8% | $143,757+0.3% | $134,475+7.2% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -12.39% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $688 | $5,619-87.8% | $4,951-86.1% | $4,740-85.5% |
| Participant deferral / active EE | $688 | $6,446-89.3% | $5,637-87.8% | $6,400-89.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |