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 | $15,752 | $111,724-85.9% | $93,606-83.2% | $145,922-89.2% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 18.32% | 202.98%-184.7pp | 133.20%-114.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $167 | $3,090-94.6% | $2,420-93.1% | $4,660-96.4% |
| Participant deferral / active EE | $1,040 | $4,912-78.8% | $4,411-76.4% | $6,688-84.4% |
| Admin fee / account holder | $26 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |