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 | $86,990 | $118,849-26.8% | $96,562-9.9% | $167,490-48.1% |
| Participation rate | 26.1% | 75.5%-49.4pp | 69.8%-43.7pp | 82.1%-56.0pp |
| Annual return | 21.67% | 50.49%-28.8pp | 37.78%-16.1pp | 478.56%-456.9pp |
| Employer contribution / active EE | $253 | $3,120-91.9% | $2,356-89.2% | $4,837-94.8% |
| Participant deferral / active EE | $696 | $4,616-84.9% | $3,849-81.9% | $6,341-89.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |