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 5-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 | $24,964 | $183,519-86.4% | $155,509-83.9% | $145,922-82.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 14.01% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $418 | $5,313-92.1% | $4,672-91.1% | $4,660-91.0% |
| Participant deferral / active EE | $561 | $6,462-91.3% | $5,626-90.0% | $6,688-91.6% |
| Admin fee / account holder | $111 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |