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 | $22,914 | $118,849-80.7% | $96,562-76.3% | $167,490-86.3% |
| Participation rate | 8.3% | 75.5%-67.1pp | 69.8%-61.5pp | 82.1%-73.8pp |
| Annual return | 16.43% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.1pp |
| Employer contribution / active EE | $143 | $3,120-95.4% | $2,356-93.9% | $4,837-97.1% |
| Participant deferral / active EE | $178 | $4,616-96.1% | $3,849-95.4% | $6,341-97.2% |
| Admin fee / account holder | $157 | $8,065-98.1% | $6,181-97.5% | $12,309-98.7% |