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 6-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 | $11,452 | $99,877-88.5% | $84,966-86.5% | $145,922-92.2% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 11.62% | 83.76%-72.1pp | 66.38%-54.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $270 | $3,231-91.7% | $2,727-90.1% | $4,660-94.2% |
| Participant deferral / active EE | $303 | $5,291-94.3% | $4,519-93.3% | $6,688-95.5% |
| Admin fee / account holder | $119 | $7,248-98.4% | $6,149-98.1% | $13,397-99.1% |