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 | $32,555 | $101,724-68.0% | $164,813-80.2% | $80,856-59.7% |
| Participation rate | 20.0% | 71.8%-51.8pp | 78.6%-58.6pp | 67.6%-47.6pp |
| Annual return | 17.60% | 16.72%+0.9pp | 69.93%-52.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $465 | $2,953-84.3% | $4,341-89.3% | $2,755-83.1% |
| Participant deferral / active EE | $1,196 | $4,477-73.3% | $6,031-80.2% | $4,296-72.2% |
| Admin fee / account holder | $126 | $8,227-98.5% | $12,690-99.0% | $6,918-98.2% |