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 4-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 | $21,504 | $158,398-86.4% | $126,539-83.0% | $142,382-84.9% |
| Participation rate | 8.3% | 75.8%-67.5pp | 69.8%-61.5pp | 80.1%-71.8pp |
| Annual return | 18.07% | 593.76%-575.7pp | 425.95%-407.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $176 | $4,767-96.3% | $4,083-95.7% | $6,507-97.3% |
| Admin fee / account holder | $237 | $6,918-96.6% | $6,065-96.1% | $12,624-98.1% |