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 7-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 | $14,955 | $100,773-85.2% | $88,946-83.2% | $142,382-89.5% |
| Participation rate | 9.1% | 74.3%-65.2pp | 68.8%-59.8pp | 80.1%-71.0pp |
| Annual return | 17.56% | 70.18%-52.6pp | 57.82%-40.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $53 | $2,918-98.2% | $2,555-97.9% | $4,299-98.8% |
| Participant deferral / active EE | $53 | $5,230-99.0% | $4,581-98.8% | $6,507-99.2% |
| Admin fee / account holder | $75 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |