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 6-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 | $28,172 | $81,208-65.3% | $98,907-71.5% | $79,858-64.7% |
| Participation rate | 30.0% | 72.5%-42.5pp | 76.0%-46.0pp | 69.6%-39.6pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $411 | $1,960-79.0% | $2,689-84.7% | $2,471-83.4% |
| Participant deferral / active EE | $903 | $3,265-72.3% | $4,244-78.7% | $3,740-75.9% |
| Admin fee / account holder | $264 | $6,013-95.6% | $6,642-96.0% | $5,306-95.0% |