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 | $10,832 | $96,635-88.8% | $86,612-87.5% | $139,434-92.2% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 23.53% | 106.41%-82.9pp | 591.07%-567.5pp | 372.94%-349.4pp |
| Employer contribution / active EE | $207 | $3,263-93.7% | $3,022-93.2% | $4,751-95.6% |
| Participant deferral / active EE | $538 | $4,836-88.9% | $4,438-87.9% | $6,710-92.0% |
| Admin fee / account holder | $93 | $6,408-98.5% | $5,614-98.3% | $11,403-99.2% |