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 | $9,749 | $110,261-91.2% | $95,745-89.8% | $139,434-93.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.16% | 27.11%-5.9pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $100 | $3,257-96.9% | $2,835-96.5% | $4,751-97.9% |
| Participant deferral / active EE | $113 | $4,676-97.6% | $4,245-97.3% | $6,710-98.3% |
| Admin fee / account holder | $14 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |