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 | $14,126 | $114,381-87.7% | $107,525-86.9% | $142,382-90.1% |
| Participation rate | 7.7% | 78.1%-70.4pp | 75.1%-67.4pp | 80.1%-72.4pp |
| Annual return | 24.72% | 242.71%-218.0pp | 181.32%-156.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $178 | $4,015-95.6% | $3,754-95.2% | $4,299-95.8% |
| Participant deferral / active EE | $178 | $5,564-96.8% | $5,116-96.5% | $6,507-97.3% |
| Admin fee / account holder | $13 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |