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 3-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 | $25,828 | $78,926-67.3% | $136,749-81.1% | $84,808-69.5% |
| Participation rate | 23.8% | 62.2%-38.4pp | 72.1%-48.3pp | 68.3%-44.5pp |
| Annual return | 21.55% | 18.17%+3.4pp | 24.33%-2.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $466 | $2,134-78.2% | $3,400-86.3% | $2,631-82.3% |
| Participant deferral / active EE | $631 | $3,168-80.1% | $4,692-86.6% | $4,212-85.0% |
| Admin fee / account holder | $98 | $6,369-98.5% | $11,386-99.1% | $7,344-98.7% |