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 | $13,405 | $106,515-87.4% | $96,683-86.1% | $139,434-90.4% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 19.65% | 38.43%-18.8pp | 35.69%-16.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $650 | $4,103-84.2% | $3,737-82.6% | $4,751-86.3% |
| Participant deferral / active EE | $770 | $5,454-85.9% | $4,878-84.2% | $6,710-88.5% |
| Admin fee / account holder | $58 | $7,877-99.3% | $6,730-99.1% | $11,403-99.5% |