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 7-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 | $8,764 | $74,888-88.3% | $71,209-87.7% | $142,382-93.8% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.1%-62.5pp |
| Annual return | 16.98% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $52 | $2,854-98.2% | $2,721-98.1% | $4,299-98.8% |
| Participant deferral / active EE | $65 | $4,454-98.5% | $4,175-98.4% | $6,507-99.0% |
| Admin fee / account holder | $144 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |