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 | $164,466 | $148,534+10.7% | $135,903+21.0% | $139,434+18.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.30% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $634 | $5,243-87.9% | $4,856-86.9% | $4,751-86.6% |
| Participant deferral / active EE | $1,269 | $8,100-84.3% | $7,758-83.6% | $6,710-81.1% |
| Admin fee / account holder | $278 | $12,400-97.8% | $10,762-97.4% | $11,403-97.6% |