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 | $13,575 | $74,888-81.9% | $71,209-80.9% | $142,382-90.5% |
| Participation rate | 15.4% | 76.2%-60.8pp | 73.8%-58.4pp | 80.1%-64.7pp |
| Annual return | 17.50% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $31 | $2,854-98.9% | $2,721-98.9% | $4,299-99.3% |
| Participant deferral / active EE | $185 | $4,454-95.9% | $4,175-95.6% | $6,507-97.2% |
| Admin fee / account holder | $256 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |