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 | $27,923 | $177,572-84.3% | $154,803-82.0% | $142,382-80.4% |
| Participation rate | 19.0% | 82.1%-63.0pp | 78.1%-59.0pp | 80.1%-61.1pp |
| Annual return | 22.83% | 65.07%-42.2pp | 58.88%-36.1pp | 217.08%-194.2pp |
| Employer contribution / active EE | $360 | $4,810-92.5% | $4,305-91.6% | $4,299-91.6% |
| Participant deferral / active EE | $897 | $6,272-85.7% | $5,540-83.8% | $6,507-86.2% |
| Admin fee / account holder | $185 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |