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 6-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 | $83,061 | $183,519-54.7% | $155,509-46.6% | $145,922-43.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.40% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $40 | $5,313-99.2% | $4,672-99.1% | $4,660-99.1% |
| Participant deferral / active EE | $568 | $6,462-91.2% | $5,626-89.9% | $6,688-91.5% |
| Admin fee / account holder | $9 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |