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 | $43,792 | $165,335-73.5% | $149,696-70.7% | $158,922-72.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 27.56% | 348.15%-320.6pp | 276.60%-249.0pp | 302.83%-275.3pp |
| Employer contribution / active EE | $725 | $5,103-85.8% | $4,644-84.4% | $4,761-84.8% |
| Participant deferral / active EE | $1,916 | $7,181-73.3% | $6,842-72.0% | $5,982-68.0% |
| Admin fee / account holder | $175 | $10,807-98.4% | $9,309-98.1% | $11,246-98.4% |