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 7-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 | $40,911 | $175,202-76.6% | $149,673-72.7% | $139,434-70.7% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 61.06% | 166.71%-105.7pp | 134.42%-73.4pp | 372.94%-311.9pp |
| Employer contribution / active EE | $559 | $5,474-89.8% | $4,818-88.4% | $4,751-88.2% |
| Participant deferral / active EE | $1,385 | $6,519-78.8% | $5,680-75.6% | $6,710-79.4% |
| Admin fee / account holder | $34 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |