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 | $59,574 | $157,256-62.1% | $141,162-57.8% | $152,861-61.0% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.4%-43.3pp |
| Annual return | 21.14% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $425 | $5,261-91.9% | $4,735-91.0% | $4,762-91.1% |
| Participant deferral / active EE | $820 | $7,109-88.5% | $6,709-87.8% | $5,850-86.0% |
| Admin fee / account holder | $242 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |