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 | $45,325 | $43,327+4.6% | $59,878-24.3% | $64,186-29.4% |
| Participation rate | 24.0% | 69.2%-45.2pp | 74.7%-50.7pp | 69.6%-45.6pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $139 | $2,028-93.2% | $2,722-94.9% | $2,381-94.2% |
| Participant deferral / active EE | $582 | $2,546-77.2% | $3,402-82.9% | $3,470-83.2% |
| Admin fee / account holder | $27 | $3,005-99.1% | $3,590-99.2% | $4,888-99.4% |