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 | $136,281 | $95,803+42.3% | $113,168+20.4% | $84,808+60.7% |
| Participation rate | 16.2% | 72.9%-56.6pp | 76.6%-60.3pp | 68.3%-52.1pp |
| Annual return | 13.72% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $247 | $2,360-89.5% | $2,975-91.7% | $2,631-90.6% |
| Participant deferral / active EE | $841 | $4,242-80.2% | $5,107-83.5% | $4,212-80.0% |
| Admin fee / account holder | $192 | $8,989-97.9% | $12,068-98.4% | $7,344-97.4% |