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 | $26,872 | $114,381-76.5% | $107,525-75.0% | $142,382-81.1% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.1%-62.6pp | 80.1%-67.6pp |
| Annual return | 25.37% | 242.71%-217.3pp | 181.32%-155.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $574 | $4,015-85.7% | $3,754-84.7% | $4,299-86.6% |
| Participant deferral / active EE | $831 | $5,564-85.1% | $5,116-83.8% | $6,507-87.2% |
| Admin fee / account holder | $87 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |