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 | $107,435 | $112,096-4.2% | $95,952+12.0% | $158,922-32.4% |
| Participation rate | 13.3% | 79.0%-65.6pp | 77.1%-63.7pp | 82.0%-68.6pp |
| Annual return | 12.35% | 171.09%-158.7pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $330 | $3,198-89.7% | $2,541-87.0% | $4,761-93.1% |
| Participant deferral / active EE | $795 | $4,784-83.4% | $4,167-80.9% | $5,982-86.7% |
| Admin fee / account holder | $37 | $10,130-99.6% | $6,795-99.5% | $11,246-99.7% |