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 | $80,597 | $183,519-56.1% | $155,509-48.2% | $145,922-44.8% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 11.31% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $303 | $5,313-94.3% | $4,672-93.5% | $4,660-93.5% |
| Participant deferral / active EE | $801 | $6,462-87.6% | $5,626-85.8% | $6,688-88.0% |
| Admin fee / account holder | $40 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |