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 | $64,028 | $209,411-69.4% | $178,490-64.1% | $158,922-59.7% |
| Participation rate | 30.8% | 86.3%-55.6pp | 81.9%-51.2pp | 82.0%-51.2pp |
| Annual return | 6.99% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $499 | $5,706-91.3% | $5,011-90.0% | $4,761-89.5% |
| Participant deferral / active EE | $616 | $5,954-89.6% | $5,202-88.2% | $5,982-89.7% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |