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 5-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 | $112,429 | $117,983-4.7% | $101,794+10.4% | $142,382-21.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 12.47% | 36.92%-24.4pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $281 | $2,773-89.9% | $2,289-87.7% | $4,299-93.5% |
| Participant deferral / active EE | $313 | $4,714-93.4% | $4,084-92.3% | $6,507-95.2% |
| Admin fee / account holder | $263 | $10,433-97.5% | $8,777-97.0% | $12,624-97.9% |