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 9-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 | $25,064 | $228,332-89.0% | $185,823-86.5% | $158,922-84.2% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 23.16% | 40.80%-17.6pp | 35.95%-12.8pp | 302.83%-279.7pp |
| Employer contribution / active EE | $221 | $4,967-95.6% | $4,087-94.6% | $4,761-95.4% |
| Participant deferral / active EE | $570 | $6,415-91.1% | $5,632-89.9% | $5,982-90.5% |
| Admin fee / account holder | $128 | $11,864-98.9% | $9,500-98.7% | $11,246-98.9% |