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 9-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 | $40,847 | $148,534-72.5% | $135,903-69.9% | $139,434-70.7% |
| Participation rate | 21.4% | 83.9%-62.4pp | 81.9%-60.5pp | 80.3%-58.9pp |
| Annual return | 22.39% | 79.19%-56.8pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $402 | $5,243-92.3% | $4,856-91.7% | $4,751-91.5% |
| Participant deferral / active EE | $1,343 | $8,100-83.4% | $7,758-82.7% | $6,710-80.0% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |