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 4-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 | $34,135 | $163,101-79.1% | $136,749-75.0% | $142,382-76.0% |
| Participation rate | 29.4% | 78.2%-48.8pp | 72.1%-42.7pp | 80.1%-50.7pp |
| Annual return | 15.27% | 27.54%-12.3pp | 24.33%-9.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,159 | $5,585-79.3% | $4,692-75.3% | $6,507-82.2% |
| Admin fee / account holder | $64 | $14,318-99.6% | $11,386-99.4% | $12,624-99.5% |