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 8-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 | $54,536 | $181,894-70.0% | $156,549-65.2% | $273,961-80.1% |
| Participation rate | 38.9% | 88.4%-49.5pp | 84.0%-45.1pp | 83.0%-44.1pp |
| Annual return | 3.77% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $502 | $6,248-92.0% | $5,501-90.9% | $4,869-89.7% |
| Participant deferral / active EE | $175 | $5,550-96.8% | $4,871-96.4% | $5,287-96.7% |
| Admin fee / account holder | $79 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |