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 3-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 | $17,501 | $183,519-90.5% | $155,509-88.7% | $145,922-88.0% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 14.33% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $796 | $5,313-85.0% | $4,672-83.0% | $4,660-82.9% |
| Participant deferral / active EE | $1,158 | $6,462-82.1% | $5,626-79.4% | $6,688-82.7% |
| Admin fee / account holder | $120 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |