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 | $65,538 | $198,466-67.0% | $170,442-61.5% | $147,584-55.6% |
| Participation rate | 38.5% | 88.0%-49.5pp | 83.6%-45.1pp | 82.8%-44.4pp |
| Annual return | 24.39% | 257.29%-232.9pp | 205.93%-181.5pp | 578.55%-554.2pp |
| Employer contribution / active EE | $827 | $6,184-86.6% | $5,433-84.8% | $4,876-83.0% |
| Participant deferral / active EE | $1,284 | $5,629-77.2% | $4,939-74.0% | $5,439-76.4% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |