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 7-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 | $41,073 | $238,490-82.8% | $180,183-77.2% | $142,382-71.2% |
| Participation rate | 37.5% | 82.3%-44.8pp | 77.4%-39.9pp | 80.1%-42.6pp |
| Annual return | 18.37% | 33.56%-15.2pp | 27.86%-9.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,671 | $7,996-79.1% | $6,822-75.5% | $6,507-74.3% |
| Admin fee / account holder | $64 | $28,866-99.8% | $19,975-99.7% | $12,624-99.5% |