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 | $28,114 | $179,726-84.4% | $156,263-82.0% | $142,382-80.3% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 22.91% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $448 | $5,069-91.2% | $4,333-89.7% | $4,299-89.6% |
| Participant deferral / active EE | $665 | $6,956-90.4% | $6,158-89.2% | $6,507-89.8% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.0% |