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 | $65,570 | $163,101-59.8% | $136,749-52.1% | $142,382-53.9% |
| Participation rate | 16.7% | 78.2%-61.6pp | 72.1%-55.5pp | 80.1%-63.5pp |
| Annual return | 18.86% | 27.54%-8.7pp | 24.33%-5.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $185 | $4,117-95.5% | $3,400-94.6% | $4,299-95.7% |
| Participant deferral / active EE | $185 | $5,585-96.7% | $4,692-96.1% | $6,507-97.2% |
| Admin fee / account holder | $122 | $14,318-99.1% | $11,386-98.9% | $12,624-99.0% |