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 8-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 | $39,024 | $54,762-28.7% | $90,281-56.8% | $72,985-46.5% |
| Participation rate | 1.8% | 65.1%-63.4pp | 73.3%-71.5pp | 69.5%-67.7pp |
| Annual return | 26.13% | 30.63%-4.5pp | 78.10%-52.0pp | 81.00%-54.9pp |
| Employer contribution / active EE | $36 | $2,092-98.3% | $2,854-98.7% | $2,440-98.5% |
| Participant deferral / active EE | $225 | $2,887-92.2% | $3,885-94.2% | $3,607-93.8% |
| Admin fee / account holder | $139 | $3,972-96.5% | $5,351-97.4% | $5,124-97.3% |