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 | $6,988 | $100,773-93.1% | $88,946-92.1% | $142,382-95.1% |
| Participation rate | 13.6% | 74.3%-60.6pp | 68.8%-55.2pp | 80.1%-66.5pp |
| Annual return | 21.40% | 70.18%-48.8pp | 57.82%-36.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $158 | $2,918-94.6% | $2,555-93.8% | $4,299-96.3% |
| Participant deferral / active EE | $281 | $5,230-94.6% | $4,581-93.9% | $6,507-95.7% |
| Admin fee / account holder | $36 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |