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 | $102,414 | $57,354+78.6% | $83,848+22.1% | $64,186+59.6% |
| Participation rate | 15.0% | 68.6%-53.6pp | 76.1%-61.1pp | 69.6%-54.6pp |
| Annual return | -4.28% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $249 | $2,545-90.2% | $3,631-93.1% | $2,381-89.5% |
| Participant deferral / active EE | $753 | $2,993-74.8% | $4,082-81.5% | $3,470-78.3% |
| Admin fee / account holder | $156 | $4,046-96.2% | $5,478-97.2% | $4,888-96.8% |