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 | $6,845 | $100,773-93.2% | $88,946-92.3% | $142,382-95.2% |
| Participation rate | 35.3% | 74.3%-39.0pp | 68.8%-33.6pp | 80.1%-44.8pp |
| Annual return | 17.84% | 70.18%-52.3pp | 57.82%-40.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $242 | $2,918-91.7% | $2,555-90.5% | $4,299-94.4% |
| Participant deferral / active EE | $484 | $5,230-90.7% | $4,581-89.4% | $6,507-92.6% |
| Admin fee / account holder | $128 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |