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 | $159,366 | $48,795+226.6% | $65,493+143.3% | $84,808+87.9% |
| Participation rate | 3.6% | 67.0%-63.4pp | 73.1%-69.5pp | 68.3%-64.7pp |
| Annual return | 14.63% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $36 | $1,930-98.1% | $2,574-98.6% | $2,631-98.6% |
| Participant deferral / active EE | $36 | $2,928-98.8% | $3,961-99.1% | $4,212-99.2% |
| Admin fee / account holder | $120 | $3,877-96.9% | $5,028-97.6% | $7,344-98.4% |