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 | $20,479 | $80,717-74.6% | $154,803-86.8% | $84,808-75.9% |
| Participation rate | 7.9% | 66.8%-58.9pp | 78.1%-70.1pp | 68.3%-60.4pp |
| Annual return | 18.33% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $55 | $2,761-98.0% | $4,305-98.7% | $2,631-97.9% |
| Participant deferral / active EE | $75 | $3,303-97.7% | $5,540-98.7% | $4,212-98.2% |
| Admin fee / account holder | $162 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |