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 | $102,953 | $214,378-52.0% | $200,582-48.7% | $142,382-27.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 27.85% | 46.41%-18.6pp | 42.33%-14.5pp | 217.08%-189.2pp |
| Employer contribution / active EE | $911 | $6,841-86.7% | $6,419-85.8% | $4,299-78.8% |
| Participant deferral / active EE | $1,139 | $9,865-88.5% | $9,331-87.8% | $6,507-82.5% |
| Admin fee / account holder | $98 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |