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 8-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 | $18,485 | $163,101-88.7% | $136,749-86.5% | $142,382-87.0% |
| Participation rate | 39.1% | 78.2%-39.1pp | 72.1%-33.0pp | 80.1%-41.0pp |
| Annual return | 12.85% | 27.54%-14.7pp | 24.33%-11.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $803 | $5,585-85.6% | $4,692-82.9% | $6,507-87.7% |
| Admin fee / account holder | $163 | $14,318-98.9% | $11,386-98.6% | $12,624-98.7% |