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 | $21,412 | $95,266-77.5% | $82,389-74.0% | $142,382-85.0% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.5%-51.4pp | 80.1%-61.9pp |
| Annual return | 17.26% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $165 | $2,991-94.5% | $2,517-93.4% | $4,299-96.2% |
| Participant deferral / active EE | $200 | $4,809-95.8% | $4,155-95.2% | $6,507-96.9% |
| Admin fee / account holder | $155 | $8,563-98.2% | $7,231-97.9% | $12,624-98.8% |