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 | $15,285 | $88,751-82.8% | $81,812-81.3% | $145,922-89.5% |
| Participation rate | 22.7% | 75.0%-52.3pp | 72.3%-49.6pp | 80.3%-57.5pp |
| Annual return | 11.61% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $279 | $3,083-90.9% | $2,912-90.4% | $4,660-94.0% |
| Participant deferral / active EE | $540 | $4,643-88.4% | $4,319-87.5% | $6,688-91.9% |
| Admin fee / account holder | $147 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |