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 | $56,680 | $202,432-72.0% | $169,368-66.5% | $139,434-59.3% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.1%-60.5pp | 80.3%-63.7pp |
| Annual return | 19.18% | 531.74%-512.6pp | 405.60%-386.4pp | 372.94%-353.8pp |
| Employer contribution / active EE | $392 | $4,692-91.7% | $4,013-90.2% | $4,751-91.8% |
| Participant deferral / active EE | $1,091 | $6,938-84.3% | $6,221-82.5% | $6,710-83.7% |
| Admin fee / account holder | $37 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |