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 9-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 | $19,575 | $115,770-83.1% | $101,248-80.7% | $158,922-87.7% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 25.89% | 56.14%-30.2pp | 46.47%-20.6pp | 302.83%-276.9pp |
| Employer contribution / active EE | $574 | $4,175-86.3% | $3,660-84.3% | $4,761-88.0% |
| Participant deferral / active EE | $925 | $4,957-81.3% | $4,370-78.8% | $5,982-84.5% |
| Admin fee / account holder | $131 | $7,245-98.2% | $5,945-97.8% | $11,246-98.8% |