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 5-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 | $14,513 | $111,724-87.0% | $93,606-84.5% | $145,922-90.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 12.43% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $417 | $3,090-86.5% | $2,420-82.8% | $4,660-91.1% |
| Participant deferral / active EE | $781 | $4,912-84.1% | $4,411-82.3% | $6,688-88.3% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |