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 | $64,627 | $109,881-41.2% | $150,045-56.9% | $84,808-23.8% |
| Participation rate | 8.8% | 76.1%-67.3pp | 82.3%-73.5pp | 68.3%-59.5pp |
| Annual return | 15.51% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $98 | $3,561-97.3% | $4,693-97.9% | $2,631-96.3% |
| Participant deferral / active EE | $873 | $6,636-86.9% | $7,997-89.1% | $4,212-79.3% |
| Admin fee / account holder | $11 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |