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 | $13,400 | $96,305-86.1% | $80,569-83.4% | $139,434-90.4% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.5pp | 80.3%-41.9pp |
| Annual return | 11.60% | 1350.08%-1338.5pp | 935.43%-923.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $82 | $3,262-97.5% | $2,723-97.0% | $4,751-98.3% |
| Participant deferral / active EE | $82 | $5,232-98.4% | $4,447-98.2% | $6,710-98.8% |
| Admin fee / account holder | $136 | $6,599-97.9% | $5,377-97.5% | $11,403-98.8% |