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 8-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 | $25,193 | $117,983-78.6% | $101,794-75.3% | $142,382-82.3% |
| Participation rate | 6.7% | 74.2%-67.6pp | 69.2%-62.5pp | 80.1%-73.5pp |
| Annual return | 16.74% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $158 | $4,714-96.6% | $4,084-96.1% | $6,507-97.6% |
| Admin fee / account holder | $123 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |