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 | $28,186 | $54,726-48.5% | $68,793-59.0% | $64,186-56.1% |
| Participation rate | 32.1% | 68.0%-36.0pp | 72.2%-40.2pp | 69.6%-37.5pp |
| Annual return | -5.95% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $860 | $2,626-67.3% | $3,311-74.0% | $3,470-75.2% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |