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 | $13,779 | $68,719-79.9% | $91,541-84.9% | $84,808-83.8% |
| Participation rate | 27.5% | 64.5%-37.0pp | 69.8%-42.3pp | 68.3%-40.8pp |
| Annual return | 19.55% | 19.12%+0.4pp | 20.50%-1.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $574 | $3,136-81.7% | $4,008-85.7% | $4,212-86.4% |
| Admin fee / account holder | $76 | $5,786-98.7% | $6,956-98.9% | $7,344-99.0% |