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 | $28,994 | $217,402-86.7% | $185,823-84.4% | $167,490-82.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.90% | 148.36%-132.5pp | 122.05%-106.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $80 | $5,873-98.6% | $5,167-98.5% | $4,837-98.3% |
| Participant deferral / active EE | $2,000 | $6,356-68.5% | $5,568-64.1% | $6,341-68.5% |
| Admin fee / account holder | $160 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |