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 4-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 | $15,556 | $74,888-79.2% | $71,209-78.2% | $142,382-89.1% |
| Participation rate | 15.8% | 76.2%-60.4pp | 73.8%-58.0pp | 80.1%-64.3pp |
| Annual return | 20.18% | 345.14%-325.0pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $171 | $2,854-94.0% | $2,721-93.7% | $4,299-96.0% |
| Participant deferral / active EE | $260 | $4,454-94.2% | $4,175-93.8% | $6,507-96.0% |
| Admin fee / account holder | $159 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |