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 | $13,889 | $111,724-87.6% | $93,606-85.2% | $145,922-90.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 10.93% | 202.98%-192.0pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $364 | $3,090-88.2% | $2,420-85.0% | $4,660-92.2% |
| Participant deferral / active EE | $364 | $4,912-92.6% | $4,411-91.7% | $6,688-94.6% |
| Admin fee / account holder | $85 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |