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 | $115,448 | $81,460+41.7% | $103,333+11.7% | $80,856+42.8% |
| Participation rate | 22.7% | 66.8%-44.1pp | 74.5%-51.8pp | 67.6%-44.9pp |
| Annual return | 19.74% | 25.55%-5.8pp | 24.88%-5.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $707 | $3,105-77.2% | $3,868-81.7% | $2,755-74.3% |
| Participant deferral / active EE | $1,118 | $3,869-71.1% | $5,057-77.9% | $4,296-74.0% |
| Admin fee / account holder | $282 | $6,566-95.7% | $8,355-96.6% | $6,918-95.9% |