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 | $9,142 | $96,305-90.5% | $80,569-88.7% | $139,434-93.4% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 15.02% | 1350.08%-1335.1pp | 935.43%-920.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $150 | $3,262-95.4% | $2,723-94.5% | $4,751-96.8% |
| Participant deferral / active EE | $776 | $5,232-85.2% | $4,447-82.6% | $6,710-88.4% |
| Admin fee / account holder | $33 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |