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 7-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 | $23,879 | $95,561-75.0% | $77,163-69.1% | $139,434-82.9% |
| Participation rate | 16.7% | 73.9%-57.3pp | 69.6%-52.9pp | 80.3%-63.7pp |
| Annual return | 10.88% | 54.92%-44.0pp | 37.87%-27.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $245 | $3,147-92.2% | $2,535-90.3% | $4,751-94.8% |
| Participant deferral / active EE | $280 | $4,624-93.9% | $3,833-92.7% | $6,710-95.8% |
| Admin fee / account holder | $213 | $8,295-97.4% | $5,472-96.1% | $11,403-98.1% |