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 10-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 | $13,927 | $177,572-92.2% | $154,803-91.0% | $142,382-90.2% |
| Participation rate | 23.8% | 82.1%-58.2pp | 78.1%-54.3pp | 80.1%-56.3pp |
| Annual return | 14.56% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $379 | $4,810-92.1% | $4,305-91.2% | $4,299-91.2% |
| Participant deferral / active EE | $863 | $6,272-86.2% | $5,540-84.4% | $6,507-86.7% |
| Admin fee / account holder | $8 | $16,786-100.0% | $14,329-99.9% | $12,624-99.9% |