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 7-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 | $33,782 | $112,881-70.1% | $90,951-62.9% | $158,922-78.7% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 18.48% | 215.79%-197.3pp | 134.60%-116.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $116 | $2,893-96.0% | $2,122-94.6% | $4,761-97.6% |
| Participant deferral / active EE | $16 | $4,128-99.6% | $3,373-99.5% | $5,982-99.7% |
| Admin fee / account holder | $299 | $8,041-96.3% | $5,959-95.0% | $11,246-97.3% |