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 7-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 | $25,034 | $96,635-74.1% | $86,612-71.1% | $139,434-82.0% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 17.30% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $57 | $3,263-98.2% | $3,022-98.1% | $4,751-98.8% |
| Participant deferral / active EE | $57 | $4,836-98.8% | $4,438-98.7% | $6,710-99.1% |
| Admin fee / account holder | $251 | $6,408-96.1% | $5,614-95.5% | $11,403-97.8% |