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 | $47,351 | $80,717-41.3% | $154,803-69.4% | $84,808-44.2% |
| Participation rate | 12.9% | 66.8%-53.9pp | 78.1%-65.2pp | 68.3%-55.4pp |
| Annual return | 33.26% | 37.96%-4.7pp | 58.88%-25.6pp | 40.90%-7.6pp |
| Employer contribution / active EE | $263 | $2,761-90.5% | $4,305-93.9% | $2,631-90.0% |
| Participant deferral / active EE | $278 | $3,303-91.6% | $5,540-95.0% | $4,212-93.4% |
| Admin fee / account holder | $65 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |