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 | $87,261 | $209,411-58.3% | $178,490-51.1% | $158,922-45.1% |
| Participation rate | 10.5% | 86.3%-75.8pp | 81.9%-71.4pp | 82.0%-71.4pp |
| Annual return | 13.20% | 188.75%-175.5pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $238 | $5,706-95.8% | $5,011-95.3% | $4,761-95.0% |
| Participant deferral / active EE | $606 | $5,954-89.8% | $5,202-88.3% | $5,982-89.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |