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 | $17,975 | $50,982-64.7% | $154,803-88.4% | $85,563-79.0% |
| Participation rate | 3.0% | 59.8%-56.8pp | 78.1%-75.0pp | 66.0%-62.9pp |
| Annual return | 18.09% | 30.35%-12.3pp | 58.88%-40.8pp | 31.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $213 | $2,474-91.4% | $5,540-96.2% | $4,375-95.1% |
| Admin fee / account holder | $167 | $846-80.3% | $14,329-98.8% | $834-80.0% |