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 4-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 | $19,441 | $96,305-79.8% | $80,569-75.9% | $139,434-86.1% |
| Participation rate | 10.0% | 73.6%-63.6pp | 67.0%-57.0pp | 80.3%-70.3pp |
| Annual return | 28.20% | 1350.08%-1321.9pp | 935.43%-907.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $260 | $3,262-92.0% | $2,723-90.5% | $4,751-94.5% |
| Participant deferral / active EE | $520 | $5,232-90.1% | $4,447-88.3% | $6,710-92.3% |
| Admin fee / account holder | $51 | $6,599-99.2% | $5,377-99.1% | $11,403-99.6% |