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 10-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 | $47,334 | $60,022-21.1% | $88,946-46.8% | $84,808-44.2% |
| Participation rate | 9.6% | 57.8%-48.2pp | 68.8%-59.2pp | 68.3%-58.7pp |
| Annual return | 14.91% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $746 | $3,114-76.1% | $4,581-83.7% | $4,212-82.3% |
| Admin fee / account holder | $194 | $4,811-96.0% | $8,261-97.7% | $7,344-97.4% |