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 5-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 | $14,087 | $117,983-88.1% | $101,794-86.2% | $142,382-90.1% |
| Participation rate | 22.7% | 74.2%-51.5pp | 69.2%-46.5pp | 80.1%-57.4pp |
| Annual return | 21.85% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $129 | $2,773-95.3% | $2,289-94.4% | $4,299-97.0% |
| Participant deferral / active EE | $809 | $4,714-82.8% | $4,084-80.2% | $6,507-87.6% |
| Admin fee / account holder | $271 | $10,433-97.4% | $8,777-96.9% | $12,624-97.9% |