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 | $22,269 | $60,022-62.9% | $88,946-75.0% | $84,808-73.7% |
| Participation rate | 11.1% | 57.8%-46.7pp | 68.8%-57.7pp | 68.3%-57.2pp |
| Annual return | 18.53% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $97 | $1,703-94.3% | $2,555-96.2% | $2,631-96.3% |
| Participant deferral / active EE | $359 | $3,114-88.5% | $4,581-92.2% | $4,212-91.5% |
| Admin fee / account holder | $230 | $4,811-95.2% | $8,261-97.2% | $7,344-96.9% |