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 | $180,312 | $176,056+2.4% | $159,436+13.1% | $167,490+7.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.58% | 331.75%-321.2pp | 263.57%-253.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $97 | $5,297-98.2% | $4,829-98.0% | $4,837-98.0% |
| Participant deferral / active EE | $564 | $7,750-92.7% | $7,352-92.3% | $6,341-91.1% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |