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 9-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 | $11,800 | $48,795-75.8% | $65,493-82.0% | $84,808-86.1% |
| Participation rate | 40.0% | 67.0%-27.0pp | 73.1%-33.1pp | 68.3%-28.3pp |
| Annual return | 15.54% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $295 | $1,930-84.7% | $2,574-88.5% | $2,631-88.8% |
| Participant deferral / active EE | $695 | $2,928-76.3% | $3,961-82.5% | $4,212-83.5% |
| Admin fee / account holder | $20 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |