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 4-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 | $19,142 | $114,381-83.3% | $107,525-82.2% | $142,382-86.6% |
| Participation rate | 10.0% | 78.1%-68.1pp | 75.1%-65.1pp | 80.1%-70.1pp |
| Annual return | 17.03% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $207 | $4,015-94.8% | $3,754-94.5% | $4,299-95.2% |
| Participant deferral / active EE | $237 | $5,564-95.7% | $5,116-95.4% | $6,507-96.4% |
| Admin fee / account holder | $70 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |