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 | $19,945 | $140,940-85.8% | $112,229-82.2% | $139,434-85.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 13.78% | 32.71%-18.9pp | 30.20%-16.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $593 | $4,283-86.2% | $3,430-82.7% | $4,751-87.5% |
| Participant deferral / active EE | $675 | $5,874-88.5% | $4,798-85.9% | $6,710-89.9% |
| Admin fee / account holder | $269 | $9,954-97.3% | $7,748-96.5% | $11,403-97.6% |