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 6-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 | $14,290 | $43,327-67.0% | $59,878-76.1% | $64,186-77.7% |
| Participation rate | 37.5% | 69.2%-31.7pp | 74.7%-37.2pp | 69.6%-32.1pp |
| Annual return | -5.41% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $90 | $2,028-95.6% | $2,722-96.7% | $2,381-96.2% |
| Participant deferral / active EE | $504 | $2,546-80.2% | $3,402-85.2% | $3,470-85.5% |
| Admin fee / account holder | $247 | $3,005-91.8% | $3,590-93.1% | $4,888-94.9% |