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 | $171,161 | $109,881+55.8% | $150,045+14.1% | $84,808+101.8% |
| Participation rate | 8.6% | 76.1%-67.5pp | 82.3%-73.8pp | 68.3%-59.7pp |
| Annual return | 18.73% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $113 | $6,636-98.3% | $7,997-98.6% | $4,212-97.3% |
| Admin fee / account holder | $20 | $8,568-99.8% | $13,435-99.9% | $7,344-99.7% |