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 | $42,212 | $157,256-73.2% | $141,162-70.1% | $152,861-72.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 63.25% | 64.32%-1.1pp | 71.39%-8.1pp | 345.32%-282.1pp |
| Employer contribution / active EE | $587 | $5,261-88.8% | $4,735-87.6% | $4,762-87.7% |
| Participant deferral / active EE | $667 | $7,109-90.6% | $6,709-90.1% | $5,850-88.6% |
| Admin fee / account holder | $267 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |