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 | $7,890 | $104,974-92.5% | $95,585-91.7% | $142,382-94.5% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.1%-57.8pp | 80.1%-65.8pp |
| Annual return | 21.25% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $33 | $4,352-99.3% | $4,023-99.2% | $6,507-99.5% |
| Admin fee / account holder | $31 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |