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 | $140,357 | $165,984-15.4% | $164,813-14.8% | $145,922-3.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.00% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $384 | $5,273-92.7% | $4,341-91.2% | $4,660-91.8% |
| Participant deferral / active EE | $384 | $6,959-94.5% | $6,031-93.6% | $6,688-94.3% |
| Admin fee / account holder | $206 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |