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 6-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 | $23,663 | $183,519-87.1% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 4.8% | 82.7%-77.9pp | 78.2%-73.4pp | 80.3%-75.5pp |
| Annual return | 10.99% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6 | $5,313-99.9% | $4,672-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $12 | $6,462-99.8% | $5,626-99.8% | $6,688-99.8% |
| Admin fee / account holder | $249 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |