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 | $21,198 | $54,762-61.3% | $90,281-76.5% | $72,985-71.0% |
| Participation rate | 7.4% | 65.1%-57.7pp | 73.3%-65.9pp | 69.5%-62.1pp |
| Annual return | 22.43% | 30.63%-8.2pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $39 | $2,092-98.2% | $2,854-98.7% | $2,440-98.4% |
| Participant deferral / active EE | $39 | $2,887-98.7% | $3,885-99.0% | $3,607-98.9% |
| Admin fee / account holder | $98 | $3,972-97.5% | $5,351-98.2% | $5,124-98.1% |