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 4-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 | $14,933 | $49,915-70.1% | $154,803-90.4% | $74,304-79.9% |
| Participation rate | 3.4% | 54.0%-50.5pp | 78.1%-74.6pp | 60.3%-56.9pp |
| Annual return | 19.87% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $227 | $2,255-89.9% | $5,540-95.9% | $3,767-94.0% |
| Admin fee / account holder | $125 | $2,189-94.3% | $14,329-99.1% | $2,969-95.8% |