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 | $32,348 | $209,411-84.6% | $178,490-81.9% | $158,922-79.6% |
| Participation rate | 21.1% | 86.3%-65.3pp | 81.9%-60.9pp | 82.0%-60.9pp |
| Annual return | 27.91% | 188.75%-160.8pp | 151.07%-123.2pp | 302.83%-274.9pp |
| Employer contribution / active EE | $708 | $5,706-87.6% | $5,011-85.9% | $4,761-85.1% |
| Participant deferral / active EE | $1,153 | $5,954-80.6% | $5,202-77.8% | $5,982-80.7% |
| Admin fee / account holder | $40 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |