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 7-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 | $21,451 | $99,918-78.5% | $81,382-73.6% | $145,922-85.3% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.5%-58.4pp | 80.3%-69.2pp |
| Annual return | 12.59% | 34.32%-21.7pp | 24.73%-12.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $175 | $2,978-94.1% | $2,463-92.9% | $4,660-96.3% |
| Participant deferral / active EE | $235 | $4,605-94.9% | $3,883-94.0% | $6,688-96.5% |
| Admin fee / account holder | $273 | $8,212-96.7% | $5,768-95.3% | $13,397-98.0% |