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 9-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 | $109,741 | $77,503+41.6% | $100,391+9.3% | $80,856+35.7% |
| Participation rate | 18.2% | 76.9%-58.8pp | 81.5%-63.3pp | 67.6%-49.5pp |
| Annual return | 18.64% | 37.20%-18.6pp | 49.20%-30.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $403 | $6,820-94.1% | $8,082-95.0% | $4,296-90.6% |
| Admin fee / account holder | $38 | $5,897-99.4% | $7,899-99.5% | $6,918-99.5% |