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 4-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 | $17,948 | $163,101-89.0% | $136,749-86.9% | $142,382-87.4% |
| Participation rate | 45.5% | 78.2%-32.8pp | 72.1%-26.7pp | 80.1%-34.7pp |
| Annual return | 21.66% | 27.54%-5.9pp | 24.33%-2.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $739 | $4,117-82.0% | $3,400-78.3% | $4,299-82.8% |
| Participant deferral / active EE | $861 | $5,585-84.6% | $4,692-81.6% | $6,507-86.8% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |