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 | $7,708 | $80,717-90.5% | $154,803-95.0% | $84,808-90.9% |
| Participation rate | 42.9% | 66.8%-24.0pp | 78.1%-35.2pp | 68.3%-25.5pp |
| Annual return | 21.97% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $295 | $2,761-89.3% | $4,305-93.2% | $2,631-88.8% |
| Participant deferral / active EE | $683 | $3,303-79.3% | $5,540-87.7% | $4,212-83.8% |
| Admin fee / account holder | $105 | $6,746-98.4% | $14,329-99.3% | $7,344-98.6% |