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 | $20,401 | $111,754-81.7% | $103,333-80.3% | $145,922-86.0% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 12.97% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $796 | $4,212-81.1% | $3,868-79.4% | $4,660-82.9% |
| Participant deferral / active EE | $957 | $5,619-83.0% | $5,057-81.1% | $6,688-85.7% |
| Admin fee / account holder | $107 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |