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 | $10,524 | $88,751-88.1% | $81,812-87.1% | $145,922-92.8% |
| Participation rate | 15.4% | 75.0%-59.6pp | 72.3%-57.0pp | 80.3%-64.9pp |
| Annual return | 11.67% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $31 | $3,083-99.0% | $2,912-98.9% | $4,660-99.3% |
| Participant deferral / active EE | $185 | $4,643-96.0% | $4,319-95.7% | $6,688-97.2% |
| Admin fee / account holder | $203 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |