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 | $94,326 | $198,466-52.5% | $170,442-44.7% | $147,584-36.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 15.73% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $488 | $6,184-92.1% | $5,433-91.0% | $4,876-90.0% |
| Participant deferral / active EE | $807 | $5,629-85.7% | $4,939-83.7% | $5,439-85.2% |
| Admin fee / account holder | $43 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |