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 | $25,813 | $80,717-68.0% | $154,803-83.3% | $84,808-69.6% |
| Participation rate | 12.5% | 66.8%-54.3pp | 78.1%-65.6pp | 68.3%-55.8pp |
| Annual return | 16.37% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $578 | $3,303-82.5% | $5,540-89.6% | $4,212-86.3% |
| Admin fee / account holder | $12 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |