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 | $32,663 | $227,553-85.6% | $189,557-82.8% | $167,490-80.5% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.4%-58.4pp | 82.1%-62.1pp |
| Annual return | 12.80% | 78.40%-65.6pp | 64.17%-51.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $259 | $5,316-95.1% | $4,412-94.1% | $4,837-94.6% |
| Participant deferral / active EE | $777 | $7,002-88.9% | $6,174-87.4% | $6,341-87.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |