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 | $36,991 | $201,272-81.6% | $184,203-79.9% | $145,922-74.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 29.80% | 29.00%+0.8pp | 28.81%+1.0pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,283 | $7,022-81.7% | $6,427-80.0% | $4,660-72.5% |
| Participant deferral / active EE | $3,073 | $9,806-68.7% | $9,131-66.3% | $6,688-54.0% |
| Admin fee / account holder | $184 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |