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 5-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 | $18,459 | $183,519-89.9% | $155,509-88.1% | $145,922-87.4% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 15.56% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $522 | $5,313-90.2% | $4,672-88.8% | $4,660-88.8% |
| Participant deferral / active EE | $1,019 | $6,462-84.2% | $5,626-81.9% | $6,688-84.8% |
| Admin fee / account holder | $135 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |