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 8-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 | $5,354 | $54,705-90.2% | $71,209-92.5% | $84,808-93.7% |
| Participation rate | 22.8% | 64.1%-41.3pp | 73.8%-50.9pp | 68.3%-45.5pp |
| Annual return | 21.67% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | -$155 | $2,158-107.2% | $2,721-105.7% | $2,631-105.9% |
| Participant deferral / active EE | $178 | $3,030-94.1% | $4,175-95.7% | $4,212-95.8% |
| Admin fee / account holder | $254 | $4,863-94.8% | $5,349-95.2% | $7,344-96.5% |