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 | $15,948 | $138,044-88.4% | $125,339-87.3% | $134,475-88.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 1.53% | 750.33%-748.8pp | 572.05%-570.5pp | 417.96%-416.4pp |
| Employer contribution / active EE | $492 | $5,243-90.6% | $4,814-89.8% | $4,740-89.6% |
| Participant deferral / active EE | $1,968 | $7,799-74.8% | $7,446-73.6% | $6,400-69.2% |
| Admin fee / account holder | $58 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |