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 4-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 | $34,498 | $165,984-79.2% | $164,813-79.1% | $145,922-76.4% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.3pp | 80.3%-53.0pp |
| Annual return | 9.08% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $552 | $6,959-92.1% | $6,031-90.8% | $6,688-91.7% |
| Admin fee / account holder | $19 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |