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 8-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 | $29,863 | $89,355-66.6% | $141,162-78.8% | $72,985-59.1% |
| Participation rate | 7.7% | 75.1%-67.4pp | 82.5%-74.8pp | 69.5%-61.8pp |
| Annual return | 34.32% | 111.85%-77.5pp | 71.39%-37.1pp | 81.00%-46.7pp |
| Employer contribution / active EE | $432 | $3,114-86.1% | $4,735-90.9% | $2,440-82.3% |
| Participant deferral / active EE | $1,081 | $5,418-80.1% | $6,709-83.9% | $3,607-70.0% |
| Admin fee / account holder | $82 | $5,958-98.6% | $10,261-99.2% | $5,124-98.4% |