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 7-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 | $6,770 | $104,974-93.6% | $95,585-92.9% | $142,382-95.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 16.92% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $105 | $2,779-96.2% | $2,527-95.8% | $4,299-97.6% |
| Participant deferral / active EE | $105 | $4,352-97.6% | $4,023-97.4% | $6,507-98.4% |
| Admin fee / account holder | $99 | $6,386-98.4% | $6,127-98.4% | $12,624-99.2% |