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 6-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 | $33,116 | $78,926-58.0% | $136,749-75.8% | $84,808-61.0% |
| Participation rate | 16.7% | 62.2%-45.5pp | 72.1%-55.5pp | 68.3%-51.6pp |
| Annual return | 18.32% | 18.17%+0.1pp | 24.33%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $434 | $2,134-79.7% | $3,400-87.2% | $2,631-83.5% |
| Participant deferral / active EE | $459 | $3,168-85.5% | $4,692-90.2% | $4,212-89.1% |
| Admin fee / account holder | $45 | $6,369-99.3% | $11,386-99.6% | $7,344-99.4% |