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 3-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 | $30,696 | $214,378-85.7% | $200,582-84.7% | $142,382-78.4% |
| Participation rate | 53.3% | 87.4%-34.1pp | 86.9%-33.6pp | 80.1%-26.8pp |
| Annual return | 15.22% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $800 | $6,841-88.3% | $6,419-87.5% | $4,299-81.4% |
| Participant deferral / active EE | $1,650 | $9,865-83.3% | $9,331-82.3% | $6,507-74.6% |
| Admin fee / account holder | $261 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |