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 | $73,971 | $49,227+50.3% | $70,449+5.0% | $79,858-7.4% |
| Participation rate | 4.0% | 69.2%-65.2pp | 75.1%-71.1pp | 69.6%-65.6pp |
| Annual return | 13.39% | 30.06%-16.7pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2 | $2,099-99.9% | $2,737-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $490 | $2,768-82.3% | $3,709-86.8% | $3,740-86.9% |
| Admin fee / account holder | $214 | $2,878-92.6% | $3,845-94.4% | $5,306-96.0% |