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 6-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 | $17,886 | $106,584-83.2% | $101,326-82.3% | $142,382-87.4% |
| Participation rate | 30.0% | 82.7%-52.7pp | 81.5%-51.5pp | 80.1%-50.1pp |
| Annual return | 16.17% | 36.93%-20.8pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,639 | $8,297-80.2% | $7,994-79.5% | $6,507-74.8% |
| Admin fee / account holder | $265 | $11,446-97.7% | $11,185-97.6% | $12,624-97.9% |