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 | $29,185 | $118,849-75.4% | $96,562-69.8% | $167,490-82.6% |
| Participation rate | 10.5% | 75.5%-64.9pp | 69.8%-59.3pp | 82.1%-71.6pp |
| Annual return | 14.06% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $363 | $3,120-88.4% | $2,356-84.6% | $4,837-92.5% |
| Participant deferral / active EE | $363 | $4,616-92.1% | $3,849-90.6% | $6,341-94.3% |
| Admin fee / account holder | $116 | $8,065-98.6% | $6,181-98.1% | $12,309-99.1% |