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 3-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 | $50,459 | $179,726-71.9% | $156,263-67.7% | $142,382-64.6% |
| Participation rate | 27.8% | 82.1%-54.3pp | 78.9%-51.1pp | 80.1%-52.3pp |
| Annual return | 147.23% | 77.86%+69.4pp | 59.47%+87.8pp | 217.08%-69.8pp |
| Employer contribution / active EE | $888 | $5,069-82.5% | $4,333-79.5% | $4,299-79.3% |
| Participant deferral / active EE | $1,537 | $6,956-77.9% | $6,158-75.0% | $6,507-76.4% |
| Admin fee / account holder | $28 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |