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 | $86,144 | $138,044-37.6% | $125,339-31.3% | $134,475-35.9% |
| Participation rate | 17.4% | 84.5%-67.1pp | 82.4%-65.0pp | 81.2%-63.8pp |
| Annual return | -5.99% | 750.33%-756.3pp | 572.05%-578.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $105 | $5,243-98.0% | $4,814-97.8% | $4,740-97.8% |
| Participant deferral / active EE | $2,313 | $7,799-70.3% | $7,446-68.9% | $6,400-63.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |