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 | $37,006 | $150,187-75.4% | $120,354-69.3% | $145,922-74.6% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 14.22% | 154.07%-139.8pp | 107.15%-92.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $828 | $4,348-81.0% | $3,463-76.1% | $4,660-82.2% |
| Participant deferral / active EE | $1,377 | $6,173-77.7% | $4,991-72.4% | $6,688-79.4% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |