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 | $35,225 | $93,571-62.4% | $135,903-74.1% | $75,163-53.1% |
| Participation rate | 24.5% | 75.2%-50.7pp | 81.9%-57.4pp | 67.2%-42.7pp |
| Annual return | 23.50% | 30.90%-7.4pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $609 | $3,537-82.8% | $4,856-87.5% | $2,670-77.2% |
| Participant deferral / active EE | $1,199 | $6,404-81.3% | $7,758-84.5% | $4,125-70.9% |
| Admin fee / account holder | $5 | $6,975-99.9% | $10,762-100.0% | $5,651-99.9% |