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 | $117,283 | $69,207+69.5% | $64,056+83.1% | $139,434-15.9% |
| Participation rate | 5.3% | 75.6%-70.3pp | 72.3%-67.0pp | 80.3%-75.1pp |
| Annual return | 21.05% | 45.88%-24.8pp | 33.69%-12.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $53 | $3,182-98.3% | $2,747-98.1% | $4,751-98.9% |
| Participant deferral / active EE | $53 | $4,682-98.9% | $3,880-98.6% | $6,710-99.2% |
| Admin fee / account holder | $120 | $4,244-97.2% | $3,068-96.1% | $11,403-98.9% |