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 | $26,590 | $81,460-67.4% | $103,333-74.3% | $80,856-67.1% |
| Participation rate | 20.9% | 66.8%-45.9pp | 74.5%-53.6pp | 67.6%-46.7pp |
| Annual return | 15.92% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,220 | $3,869-68.5% | $5,057-75.9% | $4,296-71.6% |
| Admin fee / account holder | $127 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |