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 | $34,841 | $58,512-40.5% | $84,015-58.5% | $72,985-52.3% |
| Participation rate | 18.8% | 61.2%-42.5pp | 69.0%-50.3pp | 69.5%-50.7pp |
| Annual return | 20.33% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $197 | $1,163-83.0% | $1,983-90.1% | $2,440-91.9% |
| Participant deferral / active EE | $658 | $2,394-72.5% | $3,239-79.7% | $3,607-81.8% |
| Admin fee / account holder | $25 | $4,569-99.5% | $6,101-99.6% | $5,124-99.5% |