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 5-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 | $15,468 | $123,909-87.5% | $69,647-77.8% | $145,922-89.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | 16.32% | 190.55%-174.2pp | 100.48%-84.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $207 | $2,682-92.3% | $1,712-87.9% | $4,660-95.6% |
| Participant deferral / active EE | $465 | $4,236-89.0% | $2,886-83.9% | $6,688-93.0% |
| Admin fee / account holder | $101 | $7,863-98.7% | $4,713-97.9% | $13,397-99.2% |