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 | $52,353 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 6.7% | 84.0%-77.3pp | 82.3%-75.7pp | 80.1%-73.5pp |
| Annual return | 16.80% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $68 | $4,961-98.6% | $4,693-98.6% | $4,299-98.4% |
| Participant deferral / active EE | $169 | $8,310-98.0% | $7,997-97.9% | $6,507-97.4% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |