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 8-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 | $56,145 | $88,707-36.7% | $74,183-24.3% | $273,961-79.5% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 20.84% | 11.94%+8.9pp | 17.74%+3.1pp | 41.45%-20.6pp |
| Employer contribution / active EE | $499 | $3,159-84.2% | $2,370-79.0% | $4,869-89.8% |
| Participant deferral / active EE | $571 | $4,212-86.4% | $3,550-83.9% | $5,287-89.2% |
| Admin fee / account holder | $46 | $8,717-99.5% | $5,586-99.2% | $10,132-99.5% |