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 | $89,059 | $149,734-40.5% | $118,925-25.1% | $158,922-44.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 75.4%-42.0pp | 82.0%-48.6pp |
| Annual return | 15.74% | 19.95%-4.2pp | 35.88%-20.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $632 | $4,115-84.6% | $3,263-80.6% | $4,761-86.7% |
| Participant deferral / active EE | $1,006 | $5,223-80.7% | $4,265-76.4% | $5,982-83.2% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |