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 | $23,425 | $159,602-85.3% | $150,045-84.4% | $142,382-83.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 20.61% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $500 | $4,961-89.9% | $4,693-89.3% | $4,299-88.4% |
| Participant deferral / active EE | $600 | $8,310-92.8% | $7,997-92.5% | $6,507-90.8% |
| Admin fee / account holder | $252 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |