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 | $54,942 | $124,281-55.8% | $109,143-49.7% | $167,490-67.2% |
| Participation rate | 6.3% | 79.4%-73.2pp | 75.9%-69.6pp | 82.1%-75.9pp |
| Annual return | 12.25% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $162 | $4,207-96.2% | $3,722-95.7% | $4,837-96.7% |
| Participant deferral / active EE | $202 | $5,255-96.2% | $4,653-95.7% | $6,341-96.8% |
| Admin fee / account holder | $24 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |