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 | $12,051 | $90,348-86.7% | $75,972-84.1% | $145,922-91.7% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.1%-60.0pp | 80.3%-71.2pp |
| Annual return | 12.95% | 620.88%-607.9pp | 359.55%-346.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $138 | $3,311-95.8% | $2,685-94.9% | $4,660-97.0% |
| Participant deferral / active EE | $173 | $5,162-96.7% | $4,255-95.9% | $6,688-97.4% |
| Admin fee / account holder | $127 | $8,467-98.5% | $6,467-98.0% | $13,397-99.1% |