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 7-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 | $16,340 | $64,480-74.7% | $81,382-79.9% | $80,856-79.8% |
| Participation rate | 14.3% | 63.9%-49.6pp | 69.5%-55.2pp | 67.6%-53.4pp |
| Annual return | 15.11% | 16.34%-1.2pp | 24.73%-9.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $470 | $3,094-84.8% | $3,883-87.9% | $4,296-89.1% |
| Admin fee / account holder | $293 | $5,671-94.8% | $5,768-94.9% | $6,918-95.8% |