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 | $22,270 | $117,983-81.1% | $101,794-78.1% | $142,382-84.4% |
| Participation rate | 5.6% | 74.2%-68.7pp | 69.2%-63.6pp | 80.1%-74.6pp |
| Annual return | 19.26% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $49 | $2,773-98.2% | $2,289-97.8% | $4,299-98.9% |
| Participant deferral / active EE | $56 | $4,714-98.8% | $4,084-98.6% | $6,507-99.1% |
| Admin fee / account holder | $105 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |