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 | $76,050 | $209,411-63.7% | $178,490-57.4% | $158,922-52.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.71% | 188.75%-178.0pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $379 | $5,706-93.4% | $5,011-92.4% | $4,761-92.0% |
| Participant deferral / active EE | $474 | $5,954-92.0% | $5,202-90.9% | $5,982-92.1% |
| Admin fee / account holder | $38 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |