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 5-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 | $18,029 | $183,519-90.2% | $155,509-88.4% | $145,922-87.6% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 20.30% | 61.17%-40.9pp | 64.67%-44.4pp | 561.29%-541.0pp |
| Employer contribution / active EE | $520 | $5,313-90.2% | $4,672-88.9% | $4,660-88.9% |
| Participant deferral / active EE | $795 | $6,462-87.7% | $5,626-85.9% | $6,688-88.1% |
| Admin fee / account holder | $75 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |