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 | $18,899 | $175,202-89.2% | $149,673-87.4% | $139,434-86.4% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 13.02% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $200 | $5,474-96.3% | $4,818-95.8% | $4,751-95.8% |
| Participant deferral / active EE | $568 | $6,519-91.3% | $5,680-90.0% | $6,710-91.5% |
| Admin fee / account holder | $35 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |