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 | $13,910 | $49,922-72.1% | $80,569-82.7% | $75,163-81.5% |
| Participation rate | 10.2% | 55.3%-45.1pp | 67.0%-56.8pp | 67.2%-57.0pp |
| Annual return | 32.21% | 34.69%-2.5pp | 935.43%-903.2pp | 160.62%-128.4pp |
| Employer contribution / active EE | $160 | $1,698-90.6% | $2,723-94.1% | $2,670-94.0% |
| Participant deferral / active EE | $423 | $2,990-85.8% | $4,447-90.5% | $4,125-89.7% |
| Admin fee / account holder | $88 | $3,577-97.5% | $5,377-98.4% | $5,651-98.4% |