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 | $24,178 | $167,307-85.5% | $143,757-83.2% | $134,475-82.0% |
| Participation rate | 23.5% | 84.8%-61.3pp | 80.3%-56.8pp | 81.2%-57.7pp |
| Annual return | -17.35% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $530 | $5,619-90.6% | $4,951-89.3% | $4,740-88.8% |
| Participant deferral / active EE | $1,443 | $6,446-77.6% | $5,637-74.4% | $6,400-77.4% |
| Admin fee / account holder | $165 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |