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 | $20,936 | $148,534-85.9% | $135,903-84.6% | $139,434-85.0% |
| Participation rate | 34.8% | 83.9%-49.1pp | 81.9%-47.1pp | 80.3%-45.5pp |
| Annual return | 26.91% | 79.19%-52.3pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $852 | $5,243-83.8% | $4,856-82.5% | $4,751-82.1% |
| Participant deferral / active EE | $2,423 | $8,100-70.1% | $7,758-68.8% | $6,710-63.9% |
| Admin fee / account holder | $162 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |