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 7-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 | $39,497 | $81,460-51.5% | $103,333-61.8% | $80,856-51.2% |
| Participation rate | 17.6% | 66.8%-49.2pp | 74.5%-56.9pp | 67.6%-50.0pp |
| Annual return | 19.79% | 25.55%-5.8pp | 24.88%-5.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $568 | $3,105-81.7% | $3,868-85.3% | $2,755-79.4% |
| Participant deferral / active EE | $790 | $3,869-79.6% | $5,057-84.4% | $4,296-81.6% |
| Admin fee / account holder | $6 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |