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 | $36,428 | $159,602-77.2% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 21.4% | 84.0%-62.5pp | 82.3%-60.9pp | 80.1%-58.7pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,025 | $8,310-87.7% | $7,997-87.2% | $6,507-84.3% |
| Admin fee / account holder | $206 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |