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 | $43,088 | $165,984-74.0% | $164,813-73.9% | $145,922-70.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 12.04% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,037 | $6,959-85.1% | $6,031-82.8% | $6,688-84.5% |
| Admin fee / account holder | $222 | $16,648-98.7% | $12,690-98.3% | $13,397-98.3% |