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 | $96,846 | $165,335-41.4% | $149,696-35.3% | $158,922-39.1% |
| Participation rate | 8.7% | 84.6%-75.9pp | 82.5%-73.8pp | 82.0%-73.3pp |
| Annual return | 14.87% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $90 | $5,103-98.2% | $4,644-98.1% | $4,761-98.1% |
| Participant deferral / active EE | $113 | $7,181-98.4% | $6,842-98.3% | $5,982-98.1% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |