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 | $104,842 | $159,602-34.3% | $150,045-30.1% | $142,382-26.4% |
| Participation rate | 5.0% | 84.0%-79.0pp | 82.3%-77.3pp | 80.1%-75.1pp |
| Annual return | 22.66% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $381 | $4,961-92.3% | $4,693-91.9% | $4,299-91.1% |
| Participant deferral / active EE | $477 | $8,310-94.3% | $7,997-94.0% | $6,507-92.7% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |