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 | $7,579 | $92,703-91.8% | $82,719-90.8% | $134,475-94.4% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.4pp | 81.2%-70.1pp |
| Annual return | 0.97% | 944.92%-944.0pp | 701.18%-700.2pp | 417.96%-417.0pp |
| Employer contribution / active EE | $150 | $3,274-95.4% | $3,009-95.0% | $4,740-96.8% |
| Participant deferral / active EE | $150 | $4,802-96.9% | $4,395-96.6% | $6,400-97.7% |
| Admin fee / account holder | $48 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |