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 | $37,353 | $159,602-76.6% | $150,045-75.1% | $142,382-73.8% |
| Participation rate | 11.1% | 84.0%-72.9pp | 82.3%-71.2pp | 80.1%-69.0pp |
| Annual return | 20.01% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $289 | $4,961-94.2% | $4,693-93.8% | $4,299-93.3% |
| Participant deferral / active EE | $1,107 | $8,310-86.7% | $7,997-86.2% | $6,507-83.0% |
| Admin fee / account holder | $84 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |