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 7-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 | $29,063 | $159,901-81.8% | $146,958-80.2% | $145,922-80.1% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.2%-72.2pp | 80.3%-70.3pp |
| Annual return | 13.00% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $150 | $5,286-97.2% | $4,933-97.0% | $4,660-96.8% |
| Participant deferral / active EE | $262 | $8,428-96.9% | $8,070-96.8% | $6,688-96.1% |
| Admin fee / account holder | $297 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |