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 4-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 | $12,615 | $111,754-88.7% | $103,333-87.8% | $145,922-91.4% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 13.69% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $654 | $4,212-84.5% | $3,868-83.1% | $4,660-86.0% |
| Participant deferral / active EE | $745 | $5,619-86.7% | $5,057-85.3% | $6,688-88.9% |
| Admin fee / account holder | $50 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |