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 | $6,147 | $104,974-94.1% | $95,585-93.6% | $142,382-95.7% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.1%-36.4pp | 80.1%-44.4pp |
| Annual return | 12.83% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $252 | $2,779-90.9% | $2,527-90.0% | $4,299-94.1% |
| Participant deferral / active EE | $359 | $4,352-91.7% | $4,023-91.1% | $6,507-94.5% |
| Admin fee / account holder | $34 | $6,386-99.5% | $6,127-99.4% | $12,624-99.7% |