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 9-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 | $85,310 | $228,332-62.6% | $185,823-54.1% | $158,922-46.3% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | 6.70% | 40.80%-34.1pp | 35.95%-29.2pp | 302.83%-296.1pp |
| Employer contribution / active EE | $150 | $4,967-97.0% | $4,087-96.3% | $4,761-96.8% |
| Participant deferral / active EE | $900 | $6,415-86.0% | $5,632-84.0% | $5,982-85.0% |
| Admin fee / account holder | $211 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |