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 | $3,333 | $54,705-93.9% | $71,209-95.3% | $84,808-96.1% |
| Participation rate | 30.0% | 64.1%-34.1pp | 73.8%-43.8pp | 68.3%-38.3pp |
| Annual return | 20.10% | 35.90%-15.8pp | 282.51%-262.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $249 | $2,158-88.5% | $2,721-90.9% | $2,631-90.5% |
| Participant deferral / active EE | $304 | $3,030-90.0% | $4,175-92.7% | $4,212-92.8% |
| Admin fee / account holder | $171 | $4,863-96.5% | $5,349-96.8% | $7,344-97.7% |