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 | $33,370 | $209,411-84.1% | $178,490-81.3% | $158,922-79.0% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 41.48% | 188.75%-147.3pp | 151.07%-109.6pp | 302.83%-261.3pp |
| Employer contribution / active EE | $719 | $5,706-87.4% | $5,011-85.7% | $4,761-84.9% |
| Participant deferral / active EE | $919 | $5,954-84.6% | $5,202-82.3% | $5,982-84.6% |
| Admin fee / account holder | $170 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |