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 6-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 | $27,055 | $55,415-51.2% | $155,509-82.6% | $74,495-63.7% |
| Participation rate | 6.9% | 61.9%-55.0pp | 78.2%-71.3pp | 67.2%-60.3pp |
| Annual return | 12.23% | 268.50%-256.3pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $55 | $2,267-97.6% | $4,672-98.8% | $2,623-97.9% |
| Participant deferral / active EE | $117 | $2,836-95.9% | $5,626-97.9% | $4,346-97.3% |
| Admin fee / account holder | $54 | $1,738-96.9% | $15,912-99.7% | $1,942-97.2% |