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 | $73,005 | $179,726-59.4% | $156,263-53.3% | $142,382-48.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 10.46% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $492 | $5,069-90.3% | $4,333-88.6% | $4,299-88.6% |
| Participant deferral / active EE | $1,281 | $6,956-81.6% | $6,158-79.2% | $6,507-80.3% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |