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 | $14,010 | $48,230-71.0% | $67,502-79.2% | $80,856-82.7% |
| Participation rate | 11.8% | 66.4%-54.5pp | 72.9%-61.0pp | 67.6%-55.8pp |
| Annual return | 16.71% | 18.28%-1.6pp | 3512.12%-3495.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $174 | $2,020-91.4% | $2,731-93.6% | $2,755-93.7% |
| Participant deferral / active EE | $502 | $2,924-82.8% | $4,000-87.4% | $4,296-88.3% |
| Admin fee / account holder | $86 | $3,681-97.7% | $3,998-97.9% | $6,918-98.8% |