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 | $27,796 | $99,918-72.2% | $81,382-65.8% | $145,922-81.0% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.5%-52.8pp | 80.3%-63.6pp |
| Annual return | 7.92% | 34.32%-26.4pp | 24.73%-16.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $158 | $2,978-94.7% | $2,463-93.6% | $4,660-96.6% |
| Participant deferral / active EE | $180 | $4,605-96.1% | $3,883-95.4% | $6,688-97.3% |
| Admin fee / account holder | $274 | $8,212-96.7% | $5,768-95.3% | $13,397-98.0% |