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 | $38,311 | $71,050-46.1% | $93,606-59.1% | $80,856-52.6% |
| Participation rate | 8.1% | 60.4%-52.3pp | 68.7%-60.6pp | 67.6%-59.5pp |
| Annual return | 11.49% | 11.26%+0.2pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $218 | $1,564-86.1% | $2,420-91.0% | $2,755-92.1% |
| Participant deferral / active EE | $231 | $4,034-94.3% | $4,411-94.8% | $4,296-94.6% |
| Admin fee / account holder | $200 | $6,945-97.1% | $8,285-97.6% | $6,918-97.1% |