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 | $9,240 | $97,744-90.5% | $103,476-91.1% | $145,922-93.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.8pp | 80.3%-13.6pp |
| Annual return | 26.81% | 25.41%+1.4pp | 23.90%+2.9pp | 561.29%-534.5pp |
| Employer contribution / active EE | $674 | $4,677-85.6% | $4,672-85.6% | $4,660-85.5% |
| Participant deferral / active EE | $1,144 | $6,603-82.7% | $6,623-82.7% | $6,688-82.9% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |