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 | $181,482 | $111,754+62.4% | $103,333+75.6% | $145,922+24.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 23.59% | 24.77%-1.2pp | 24.88%-1.3pp | 561.29%-537.7pp |
| Employer contribution / active EE | $380 | $4,212-91.0% | $3,868-90.2% | $4,660-91.8% |
| Participant deferral / active EE | $875 | $5,619-84.4% | $5,057-82.7% | $6,688-86.9% |
| Admin fee / account holder | $90 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |