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 | $18,666 | $177,572-89.5% | $154,803-87.9% | $142,382-86.9% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.1%-25.9pp | 80.1%-27.9pp |
| Annual return | 20.42% | 65.07%-44.6pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $738 | $4,810-84.7% | $4,305-82.9% | $4,299-82.8% |
| Participant deferral / active EE | $1,267 | $6,272-79.8% | $5,540-77.1% | $6,507-80.5% |
| Admin fee / account holder | $19 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |