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 4-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 | $10,930 | $74,888-85.4% | $71,209-84.7% | $142,382-92.3% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.8%-55.6pp | 80.1%-61.9pp |
| Annual return | 23.67% | 345.14%-321.5pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $236 | $2,854-91.7% | $2,721-91.3% | $4,299-94.5% |
| Participant deferral / active EE | $236 | $4,454-94.7% | $4,175-94.3% | $6,507-96.4% |
| Admin fee / account holder | $163 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |