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 | $53,870 | $190,805-71.8% | $159,960-66.3% | $134,475-59.9% |
| Participation rate | 53.8% | 81.9%-28.1pp | 78.0%-24.1pp | 81.2%-27.4pp |
| Annual return | -14.92% | 552.23%-567.2pp | 408.60%-423.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $318 | $4,995-93.6% | $4,226-92.5% | $4,740-93.3% |
| Participant deferral / active EE | $458 | $6,923-93.4% | $6,182-92.6% | $6,400-92.8% |
| Admin fee / account holder | $299 | $10,471-97.1% | $8,698-96.6% | $11,426-97.4% |