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 | $9,274 | $114,381-91.9% | $107,525-91.4% | $142,382-93.5% |
| Participation rate | 8.3% | 78.1%-69.8pp | 75.1%-66.7pp | 80.1%-71.8pp |
| Annual return | 17.64% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $28 | $4,015-99.3% | $3,754-99.3% | $4,299-99.4% |
| Participant deferral / active EE | $47 | $5,564-99.2% | $5,116-99.1% | $6,507-99.3% |
| Admin fee / account holder | $59 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |