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 3-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 | $17,989 | $114,381-84.3% | $107,525-83.3% | $142,382-87.4% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | 22.72% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $458 | $4,015-88.6% | $3,754-87.8% | $4,299-89.3% |
| Participant deferral / active EE | $732 | $5,564-86.9% | $5,116-85.7% | $6,507-88.8% |
| Admin fee / account holder | $171 | $9,860-98.3% | $8,919-98.1% | $12,624-98.6% |