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 | $42,827 | $89,355-52.1% | $141,162-69.7% | $72,985-41.3% |
| Participation rate | 10.9% | 75.1%-64.2pp | 82.5%-71.6pp | 69.5%-58.6pp |
| Annual return | 28.08% | 111.85%-83.8pp | 71.39%-43.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $260 | $3,114-91.6% | $4,735-94.5% | $2,440-89.3% |
| Participant deferral / active EE | $1,059 | $5,418-80.4% | $6,709-84.2% | $3,607-70.6% |
| Admin fee / account holder | $21 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |