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 6-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 | $62,221 | $49,915+24.7% | $154,803-59.8% | $74,304-16.3% |
| Participation rate | 5.7% | 54.0%-48.2pp | 78.1%-72.3pp | 60.3%-54.6pp |
| Annual return | 18.52% | 34.06%-15.5pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $154 | $1,611-90.4% | $4,305-96.4% | $2,241-93.1% |
| Participant deferral / active EE | $459 | $2,255-79.6% | $5,540-91.7% | $3,767-87.8% |
| Admin fee / account holder | $69 | $2,189-96.9% | $14,329-99.5% | $2,969-97.7% |