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 | $72,680 | $109,881-33.9% | $150,045-51.6% | $84,808-14.3% |
| Participation rate | 8.8% | 76.1%-67.3pp | 82.3%-73.5pp | 68.3%-59.5pp |
| Annual return | 14.22% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $308 | $3,561-91.4% | $4,693-93.4% | $2,631-88.3% |
| Participant deferral / active EE | $1,874 | $6,636-71.8% | $7,997-76.6% | $4,212-55.5% |
| Admin fee / account holder | $210 | $8,568-97.6% | $13,435-98.4% | $7,344-97.1% |