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 7-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 | $18,782 | $93,024-79.8% | $77,024-75.6% | $134,475-86.0% |
| Participation rate | 8.7% | 74.5%-65.8pp | 67.9%-59.2pp | 81.2%-72.5pp |
| Annual return | 4.34% | 62.60%-58.3pp | 42.32%-38.0pp | 417.96%-413.6pp |
| Employer contribution / active EE | $63 | $3,418-98.2% | $2,812-97.8% | $4,740-98.7% |
| Participant deferral / active EE | $512 | $5,238-90.2% | $4,426-88.4% | $6,400-92.0% |
| Admin fee / account holder | $92 | $6,944-98.7% | $5,425-98.3% | $11,426-99.2% |