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 9-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 | $30,974 | $201,272-84.6% | $184,203-83.2% | $145,922-78.8% |
| Participation rate | 30.0% | 87.5%-57.5pp | 86.8%-56.8pp | 80.3%-50.3pp |
| Annual return | 13.52% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $820 | $7,022-88.3% | $6,427-87.2% | $4,660-82.4% |
| Participant deferral / active EE | $1,355 | $9,806-86.2% | $9,131-85.2% | $6,688-79.7% |
| Admin fee / account holder | $204 | $16,364-98.8% | $13,901-98.5% | $13,397-98.5% |