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 5-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 | $9,623 | $58,208-83.5% | $81,812-88.2% | $80,856-88.1% |
| Participation rate | 6.8% | 63.4%-56.6pp | 72.3%-65.5pp | 67.6%-60.8pp |
| Annual return | 14.86% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $63 | $2,340-97.3% | $2,912-97.8% | $2,755-97.7% |
| Participant deferral / active EE | $144 | $3,281-95.6% | $4,319-96.7% | $4,296-96.6% |
| Admin fee / account holder | $48 | $4,981-99.0% | $7,386-99.3% | $6,918-99.3% |