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 | $23,677 | $127,065-81.4% | $113,168-79.1% | $142,382-83.4% |
| Participation rate | 30.0% | 79.2%-49.2pp | 76.6%-46.6pp | 80.1%-50.1pp |
| Annual return | 22.07% | 24.03%-2.0pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $643 | $3,442-81.3% | $2,975-78.4% | $4,299-85.0% |
| Participant deferral / active EE | $1,131 | $5,716-80.2% | $5,107-77.8% | $6,507-82.6% |
| Admin fee / account holder | $241 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |