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 7-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 | $19,227 | $110,257-82.6% | $96,544-80.1% | $139,434-86.2% |
| Participation rate | 20.8% | 78.1%-57.3pp | 76.0%-55.1pp | 80.3%-59.5pp |
| Annual return | 23.75% | 26.32%-2.6pp | 25.84%-2.1pp | 372.94%-349.2pp |
| Employer contribution / active EE | $406 | $3,620-88.8% | $2,965-86.3% | $4,751-91.4% |
| Participant deferral / active EE | $1,277 | $5,548-77.0% | $4,851-73.7% | $6,710-81.0% |
| Admin fee / account holder | $144 | $11,591-98.8% | $8,252-98.3% | $11,403-98.7% |