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 4-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 | $21,148 | $117,841-82.1% | $102,423-79.4% | $145,922-85.5% |
| Participation rate | 18.2% | 78.6%-60.4pp | 76.5%-58.3pp | 80.3%-62.1pp |
| Annual return | 12.92% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $781 | $3,615-78.4% | $3,023-74.2% | $4,660-83.2% |
| Participant deferral / active EE | $976 | $5,731-83.0% | $5,053-80.7% | $6,688-85.4% |
| Admin fee / account holder | $273 | $13,326-98.0% | $9,451-97.1% | $13,397-98.0% |