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 | $90,618 | $103,376-12.3% | $87,100+4.0% | $152,861-40.7% |
| Participation rate | 16.7% | 79.3%-62.7pp | 76.9%-60.2pp | 82.4%-65.8pp |
| Annual return | 15.44% | 28.10%-12.7pp | 28.19%-12.7pp | 345.32%-329.9pp |
| Employer contribution / active EE | $274 | $3,220-91.5% | $2,521-89.1% | $4,762-94.3% |
| Participant deferral / active EE | $867 | $4,778-81.9% | $4,049-78.6% | $5,850-85.2% |
| Admin fee / account holder | $48 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |