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 | $30,845 | $66,124-53.4% | $90,404-65.9% | $73,488-58.0% |
| Participation rate | 11.9% | 69.7%-57.8pp | 72.7%-60.8pp | 70.7%-58.8pp |
| Annual return | 14.36% | 17.65%-3.3pp | 1293.02%-1278.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $359 | $2,346-84.7% | $3,262-89.0% | $2,270-84.2% |
| Participant deferral / active EE | $493 | $3,039-83.8% | $3,963-87.6% | $3,740-86.8% |
| Admin fee / account holder | $281 | $396-29.1% | $5,611-95.0% | $513-45.3% |