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 | $20,565 | $54,705-62.4% | $71,209-71.1% | $84,808-75.8% |
| Participation rate | 2.4% | 64.1%-61.6pp | 73.8%-71.3pp | 68.3%-65.9pp |
| Annual return | 22.39% | 35.90%-13.5pp | 282.51%-260.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $59 | $2,158-97.2% | $2,721-97.8% | $2,631-97.7% |
| Participant deferral / active EE | $252 | $3,030-91.7% | $4,175-94.0% | $4,212-94.0% |
| Admin fee / account holder | $136 | $4,863-97.2% | $5,349-97.5% | $7,344-98.2% |