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 | $12,387 | $54,762-77.4% | $90,281-86.3% | $72,985-83.0% |
| Participation rate | 3.2% | 65.1%-61.9pp | 73.3%-70.0pp | 69.5%-66.3pp |
| Annual return | 57.21% | 30.63%+26.6pp | 78.10%-20.9pp | 81.00%-23.8pp |
| Employer contribution / active EE | $116 | $2,092-94.5% | $2,854-95.9% | $2,440-95.2% |
| Participant deferral / active EE | $174 | $2,887-94.0% | $3,885-95.5% | $3,607-95.2% |
| Admin fee / account holder | $58 | $3,972-98.5% | $5,351-98.9% | $5,124-98.9% |