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 10-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 | $66,500 | $62,586+6.3% | $76,768-13.4% | $64,186+3.6% |
| Participation rate | 42.6% | 72.8%-30.2pp | 77.0%-34.4pp | 69.6%-27.0pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $400 | $1,832-78.2% | $2,485-83.9% | $2,381-83.2% |
| Participant deferral / active EE | $1,094 | $3,145-65.2% | $3,852-71.6% | $3,470-68.5% |
| Admin fee / account holder | $212 | $4,667-95.5% | $6,675-96.8% | $4,888-95.7% |