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 | $120,587 | $94,338+27.8% | $100,534+19.9% | $142,382-15.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 80.6%-37.8pp | 80.1%-37.3pp |
| Annual return | 21.51% | 29.20%-7.7pp | 32.66%-11.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $469 | $4,237-88.9% | $4,346-89.2% | $4,299-89.1% |
| Participant deferral / active EE | $586 | $5,934-90.1% | $6,144-90.5% | $6,507-91.0% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |