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 7-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 | $63,821 | $56,114+13.7% | $96,139-33.6% | $85,850-25.7% |
| Participation rate | 3.2% | 56.7%-53.5pp | 68.4%-65.2pp | 69.3%-66.1pp |
| Annual return | 20.33% | 42.30%-22.0pp | 191.94%-171.6pp | 318.53%-298.2pp |
| Employer contribution / active EE | $167 | $1,620-89.7% | $2,797-94.0% | $2,565-93.5% |
| Participant deferral / active EE | $559 | $2,859-80.4% | $4,349-87.1% | $3,952-85.8% |
| Admin fee / account holder | $241 | $3,768-93.6% | $5,537-95.7% | $6,260-96.2% |