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 | $13,828 | $111,754-87.6% | $103,333-86.6% | $145,922-90.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $672 | $4,212-84.0% | $3,868-82.6% | $4,660-85.6% |
| Participant deferral / active EE | $948 | $5,619-83.1% | $5,057-81.2% | $6,688-85.8% |
| Admin fee / account holder | $131 | $9,750-98.7% | $8,355-98.4% | $13,397-99.0% |