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 | $94,145 | $85,022+10.7% | $70,515+33.5% | $139,434-32.5% |
| Participation rate | 22.7% | 73.9%-51.2pp | 68.3%-45.6pp | 80.3%-57.6pp |
| Annual return | 11.93% | 30.38%-18.5pp | 32.77%-20.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $309 | $3,909-92.1% | $2,973-89.6% | $4,751-93.5% |
| Participant deferral / active EE | $414 | $5,890-93.0% | $4,567-90.9% | $6,710-93.8% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |