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 | $30,790 | $114,381-73.1% | $107,525-71.4% | $142,382-78.4% |
| Participation rate | 27.3% | 78.1%-50.9pp | 75.1%-47.8pp | 80.1%-52.8pp |
| Annual return | 19.15% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $688 | $4,015-82.9% | $3,754-81.7% | $4,299-84.0% |
| Participant deferral / active EE | $1,080 | $5,564-80.6% | $5,116-78.9% | $6,507-83.4% |
| Admin fee / account holder | $184 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |