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 4-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 | $140,556 | $95,803+46.7% | $113,168+24.2% | $84,808+65.7% |
| Participation rate | 30.0% | 72.9%-42.9pp | 76.6%-46.6pp | 68.3%-38.3pp |
| Annual return | 15.55% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $222 | $2,360-90.6% | $2,975-92.6% | $2,631-91.6% |
| Participant deferral / active EE | $1,935 | $4,242-54.4% | $5,107-62.1% | $4,212-54.1% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |