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 3-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 | $17,559 | $60,022-70.7% | $88,946-80.3% | $84,808-79.3% |
| Participation rate | 4.1% | 57.8%-53.8pp | 68.8%-64.8pp | 68.3%-64.2pp |
| Annual return | 22.88% | 22.43%+0.4pp | 57.82%-34.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $79 | $1,703-95.4% | $2,555-96.9% | $2,631-97.0% |
| Participant deferral / active EE | $164 | $3,114-94.7% | $4,581-96.4% | $4,212-96.1% |
| Admin fee / account holder | $125 | $4,811-97.4% | $8,261-98.5% | $7,344-98.3% |