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 5-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 | $12,145 | $80,717-85.0% | $154,803-92.2% | $84,808-85.7% |
| Participation rate | 27.5% | 66.8%-39.3pp | 78.1%-50.6pp | 68.3%-40.8pp |
| Annual return | 27.72% | 37.96%-10.2pp | 58.88%-31.2pp | 40.90%-13.2pp |
| Employer contribution / active EE | $112 | $2,761-95.9% | $4,305-97.4% | $2,631-95.7% |
| Participant deferral / active EE | $175 | $3,303-94.7% | $5,540-96.8% | $4,212-95.8% |
| Admin fee / account holder | $132 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |