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 4-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 | $11,220 | $111,754-90.0% | $103,333-89.1% | $145,922-92.3% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.5%-63.4pp | 80.3%-69.2pp |
| Annual return | 14.34% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $222 | $4,212-94.7% | $3,868-94.3% | $4,660-95.2% |
| Participant deferral / active EE | $278 | $5,619-95.1% | $5,057-94.5% | $6,688-95.8% |
| Admin fee / account holder | $70 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |