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 5-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 | $20,066 | $148,534-86.5% | $135,903-85.2% | $139,434-85.6% |
| Participation rate | 7.1% | 83.9%-76.7pp | 81.9%-74.8pp | 80.3%-73.2pp |
| Annual return | 28.41% | 79.19%-50.8pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $219 | $5,243-95.8% | $4,856-95.5% | $4,751-95.4% |
| Participant deferral / active EE | $546 | $8,100-93.3% | $7,758-93.0% | $6,710-91.9% |
| Admin fee / account holder | $112 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |