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 9-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 | $82,952 | $157,256-47.3% | $141,162-41.2% | $152,861-45.7% |
| Participation rate | 8.7% | 84.8%-76.1pp | 82.5%-73.8pp | 82.4%-73.8pp |
| Annual return | 22.54% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $135 | $5,261-97.4% | $4,735-97.1% | $4,762-97.2% |
| Participant deferral / active EE | $2,117 | $7,109-70.2% | $6,709-68.4% | $5,850-63.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |