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 5-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 | $35,225 | $81,460-56.8% | $103,333-65.9% | $80,856-56.4% |
| Participation rate | 8.6% | 66.8%-58.2pp | 74.5%-65.9pp | 67.6%-59.0pp |
| Annual return | 12.90% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $172 | $3,105-94.5% | $3,868-95.5% | $2,755-93.7% |
| Participant deferral / active EE | $344 | $3,869-91.1% | $5,057-93.2% | $4,296-92.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |