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 9-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 | $51,781 | $181,894-71.5% | $156,549-66.9% | $273,961-81.1% |
| Participation rate | 42.1% | 88.4%-46.3pp | 84.0%-41.9pp | 83.0%-40.9pp |
| Annual return | 3.39% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $576 | $6,248-90.8% | $5,501-89.5% | $4,869-88.2% |
| Participant deferral / active EE | $1,662 | $5,550-70.0% | $4,871-65.9% | $5,287-68.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |