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 | $23,134 | $89,753-74.2% | $107,525-78.5% | $84,808-72.7% |
| Participation rate | 22.9% | 68.1%-45.1pp | 75.1%-52.2pp | 68.3%-45.4pp |
| Annual return | 21.63% | 29.48%-7.8pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $531 | $3,113-82.9% | $3,754-85.9% | $2,631-79.8% |
| Participant deferral / active EE | $851 | $4,056-79.0% | $5,116-83.4% | $4,212-79.8% |
| Admin fee / account holder | $63 | $7,222-99.1% | $8,919-99.3% | $7,344-99.1% |