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 | $22,004 | $51,466-57.2% | $78,778-72.1% | $62,292-64.7% |
| Participation rate | 62.0% | 59.8%+2.2pp | 69.2%-7.2pp | 69.5%-7.5pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $164 | $827-80.1% | $1,986-91.7% | $2,042-92.0% |
| Participant deferral / active EE | $860 | $2,147-59.9% | $2,958-70.9% | $3,169-72.9% |
| Admin fee / account holder | $22 | $489-95.5% | $5,134-99.6% | $479-95.4% |