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 | $191,475 | $238,490-19.7% | $180,183+6.3% | $142,382+34.5% |
| Participation rate | 62.5% | 82.3%-19.8pp | 77.4%-14.9pp | 80.1%-17.6pp |
| Annual return | 11.10% | 33.56%-22.5pp | 27.86%-16.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,019 | $6,143-83.4% | $5,039-79.8% | $4,299-76.3% |
| Participant deferral / active EE | $1,229 | $7,996-84.6% | $6,822-82.0% | $6,507-81.1% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |