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 | $61,335 | $100,923-39.2% | $150,045-59.1% | $74,304-17.5% |
| Participation rate | 43.0% | 70.1%-27.1pp | 82.3%-39.4pp | 60.3%-17.4pp |
| Annual return | 0.00% | 51.77%-51.8pp | 62.55%-62.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $458 | $3,463-86.8% | $4,693-90.3% | $2,241-79.6% |
| Participant deferral / active EE | $926 | $6,709-86.2% | $7,997-88.4% | $3,767-75.4% |
| Admin fee / account holder | $73 | $2,767-97.4% | $13,435-99.5% | $2,969-97.5% |