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 | $130,736 | $91,552+42.8% | $133,956-2.4% | $79,858+63.7% |
| Participation rate | 8.2% | 73.3%-65.2pp | 79.8%-71.7pp | 69.6%-61.5pp |
| Annual return | 18.38% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $113 | $2,384-95.3% | $3,919-97.1% | $2,471-95.4% |
| Participant deferral / active EE | $872 | $3,733-76.7% | $5,048-82.7% | $3,740-76.7% |
| Admin fee / account holder | $20 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |