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 | $38,149 | $127,065-70.0% | $113,168-66.3% | $142,382-73.2% |
| Participation rate | 18.8% | 79.2%-60.5pp | 76.6%-57.8pp | 80.1%-61.4pp |
| Annual return | 15.86% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $452 | $3,442-86.9% | $2,975-84.8% | $4,299-89.5% |
| Participant deferral / active EE | $1,573 | $5,716-72.5% | $5,107-69.2% | $6,507-75.8% |
| Admin fee / account holder | $197 | $15,736-98.8% | $12,068-98.4% | $12,624-98.4% |