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 5-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 | $18,064 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 12.8% | 66.8%-54.0pp | 78.1%-65.2pp | 68.3%-55.5pp |
| Annual return | 22.43% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $282 | $2,761-89.8% | $4,305-93.5% | $2,631-89.3% |
| Participant deferral / active EE | $489 | $3,303-85.2% | $5,540-91.2% | $4,212-88.4% |
| Admin fee / account holder | $82 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |