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 | $11,453 | $80,717-85.8% | $154,803-92.6% | $84,808-86.5% |
| Participation rate | 11.1% | 66.8%-55.7pp | 78.1%-67.0pp | 68.3%-57.2pp |
| Annual return | 15.11% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $563 | $3,303-83.0% | $5,540-89.8% | $4,212-86.6% |
| Admin fee / account holder | $108 | $6,746-98.4% | $14,329-99.2% | $7,344-98.5% |