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 | $134,959 | $65,365+106.5% | $92,893+45.3% | $72,985+84.9% |
| Participation rate | 18.2% | 68.3%-50.1pp | 76.0%-57.8pp | 69.5%-51.3pp |
| Annual return | 27.52% | 42.10%-14.6pp | 109.41%-81.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $312 | $2,594-88.0% | $3,653-91.5% | $2,440-87.2% |
| Participant deferral / active EE | $876 | $3,128-72.0% | $4,236-79.3% | $3,607-75.7% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,794-99.9% | $5,124-99.8% |