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 6-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 | $47,378 | $135,635-65.1% | $110,238-57.0% | $135,375-65.0% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.8%-57.6pp | 82.6%-60.4pp |
| Annual return | -4.45% | 513.19%-517.6pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $420 | $4,906-91.4% | $3,826-89.0% | $4,779-91.2% |
| Participant deferral / active EE | $468 | $5,506-91.5% | $4,672-90.0% | $5,609-91.7% |
| Admin fee / account holder | $23 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |