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 | $86,759 | $69,518+24.8% | $59,878+44.9% | $135,375-35.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.7%-31.8pp | 82.6%-39.8pp |
| Annual return | 22.25% | 7.94%+14.3pp | 3.46%+18.8pp | 519.73%-497.5pp |
| Employer contribution / active EE | $331 | $3,235-89.8% | $2,722-87.8% | $4,779-93.1% |
| Participant deferral / active EE | $260 | $4,206-93.8% | $3,402-92.4% | $5,609-95.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |