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 | $69,042 | $77,634-11.1% | $156,549-55.9% | $62,891+9.8% |
| Participation rate | 34.6% | 71.2%-36.6pp | 84.0%-49.4pp | 69.3%-34.7pp |
| Annual return | 76.36% | 50.32%+26.0pp | 32.23%+44.1pp | 20.14%+56.2pp |
| Employer contribution / active EE | $145 | $3,444-95.8% | $5,501-97.4% | $2,281-93.7% |
| Participant deferral / active EE | $160 | $3,045-94.8% | $4,871-96.7% | $3,203-95.0% |
| Admin fee / account holder | $47 | $5,561-99.2% | $13,027-99.6% | $4,296-98.9% |