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 | $42,449 | $167,484-74.7% | $151,611-72.0% | $134,475-68.4% |
| Participation rate | 69.2% | 88.4%-19.2pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -16.73% | 7.80%-24.5pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,531 | $8,986-83.0% | $8,363-81.7% | $6,400-76.1% |
| Admin fee / account holder | $246 | $13,783-98.2% | $11,616-97.9% | $11,426-97.8% |