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 | $115,512 | $78,672+46.8% | $109,143+5.8% | $85,850+34.6% |
| Participation rate | 12.8% | 68.3%-55.5pp | 75.9%-63.1pp | 69.3%-56.5pp |
| Annual return | 14.76% | 25.09%-10.3pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $996 | $3,467-71.3% | $4,653-78.6% | $3,952-74.8% |
| Admin fee / account holder | -$191 | $5,469-103.5% | $6,752-102.8% | $6,260-103.0% |