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 | $124,448 | $105,126+18.4% | $94,646+31.5% | $139,434-10.7% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 18.22% | 38.03%-19.8pp | 156.71%-138.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $390 | $4,106-90.5% | $3,672-89.4% | $4,751-91.8% |
| Participant deferral / active EE | $663 | $7,599-91.3% | $7,418-91.1% | $6,710-90.1% |
| Admin fee / account holder | $40 | $8,984-99.6% | $7,231-99.4% | $11,403-99.6% |