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 | $39,819 | $227,553-82.5% | $189,557-79.0% | $167,490-76.2% |
| Participation rate | 13.3% | 82.5%-69.2pp | 78.4%-65.1pp | 82.1%-68.8pp |
| Annual return | 10.89% | 78.40%-67.5pp | 64.17%-53.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $181 | $5,316-96.6% | $4,412-95.9% | $4,837-96.3% |
| Participant deferral / active EE | $394 | $7,002-94.4% | $6,174-93.6% | $6,341-93.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |