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 | $15,414 | $114,047-86.5% | $96,139-84.0% | $167,490-90.8% |
| Participation rate | 38.5% | 75.1%-36.6pp | 68.4%-30.0pp | 82.1%-43.6pp |
| Annual return | 9.21% | 189.88%-180.7pp | 191.94%-182.7pp | 478.56%-469.4pp |
| Employer contribution / active EE | $288 | $3,427-91.6% | $2,797-89.7% | $4,837-94.0% |
| Participant deferral / active EE | $838 | $5,194-83.9% | $4,349-80.7% | $6,341-86.8% |
| Admin fee / account holder | $114 | $6,897-98.4% | $5,537-97.9% | $12,309-99.1% |