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 8-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 | $88,486 | $77,813+13.7% | $123,544-28.4% | $64,186+37.9% |
| Participation rate | 15.8% | 74.7%-58.9pp | 82.3%-66.5pp | 69.6%-53.8pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $129 | $3,014-95.7% | $4,628-97.2% | $2,381-94.6% |
| Participant deferral / active EE | $90 | $5,240-98.3% | $6,426-98.6% | $3,470-97.4% |
| Admin fee / account holder | $61 | $5,519-98.9% | $9,284-99.3% | $4,888-98.7% |