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 8-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 | $22,692 | $111,754-79.7% | $103,333-78.0% | $145,922-84.4% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $358 | $4,212-91.5% | $3,868-90.8% | $4,660-92.3% |
| Participant deferral / active EE | $645 | $5,619-88.5% | $5,057-87.2% | $6,688-90.3% |
| Admin fee / account holder | $239 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |