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 5-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 | $11,880 | $80,717-85.3% | $154,803-92.3% | $84,808-86.0% |
| Participation rate | 37.0% | 66.8%-29.8pp | 78.1%-41.0pp | 68.3%-31.3pp |
| Annual return | 19.37% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $766 | $3,303-76.8% | $5,540-86.2% | $4,212-81.8% |
| Admin fee / account holder | $130 | $6,746-98.1% | $14,329-99.1% | $7,344-98.2% |