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 | $35,950 | $117,983-69.5% | $101,794-64.7% | $142,382-74.8% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.2%-47.8pp | 80.1%-58.7pp |
| Annual return | 14.04% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $141 | $2,773-94.9% | $2,289-93.8% | $4,299-96.7% |
| Participant deferral / active EE | $283 | $4,714-94.0% | $4,084-93.1% | $6,507-95.7% |
| Admin fee / account holder | $225 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |