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 6-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 | $49,274 | $150,187-67.2% | $120,354-59.1% | $145,922-66.2% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 12.72% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $219 | $4,348-95.0% | $3,463-93.7% | $4,660-95.3% |
| Participant deferral / active EE | $274 | $6,173-95.6% | $4,991-94.5% | $6,688-95.9% |
| Admin fee / account holder | $296 | $12,207-97.6% | $9,423-96.9% | $13,397-97.8% |