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 8-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 | $58,858 | $177,572-66.9% | $154,803-62.0% | $142,382-58.7% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 19.33% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $31 | $4,810-99.4% | $4,305-99.3% | $4,299-99.3% |
| Participant deferral / active EE | $36 | $6,272-99.4% | $5,540-99.3% | $6,507-99.4% |
| Admin fee / account holder | $217 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |