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 | $61,562 | $209,411-70.6% | $178,490-65.5% | $158,922-61.3% |
| Participation rate | 14.3% | 86.3%-72.1pp | 81.9%-67.6pp | 82.0%-67.7pp |
| Annual return | 24.73% | 188.75%-164.0pp | 151.07%-126.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $755 | $5,706-86.8% | $5,011-84.9% | $4,761-84.2% |
| Participant deferral / active EE | $1,242 | $5,954-79.1% | $5,202-76.1% | $5,982-79.2% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |