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 | $85,303 | $175,202-51.3% | $149,673-43.0% | $139,434-38.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 19.99% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $980 | $5,474-82.1% | $4,818-79.7% | $4,751-79.4% |
| Participant deferral / active EE | $980 | $6,519-85.0% | $5,680-82.7% | $6,710-85.4% |
| Admin fee / account holder | $70 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |