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 | $9,671 | $53,516-81.9% | $126,539-92.4% | $84,808-88.6% |
| Participation rate | 10.7% | 58.2%-47.5pp | 69.8%-59.1pp | 68.3%-57.6pp |
| Annual return | 21.46% | 58.34%-36.9pp | 425.95%-404.5pp | 40.90%-19.4pp |
| Employer contribution / active EE | $82 | $1,535-94.6% | $3,674-97.8% | $2,631-96.9% |
| Participant deferral / active EE | $196 | $2,671-92.7% | $4,083-95.2% | $4,212-95.4% |
| Admin fee / account holder | $20 | $4,497-99.6% | $6,065-99.7% | $7,344-99.7% |