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 3-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 | $40,642 | $109,413-62.9% | $156,263-74.0% | $84,808-52.1% |
| Participation rate | 15.0% | 72.7%-57.7pp | 78.9%-63.9pp | 68.3%-53.3pp |
| Annual return | 18.80% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $189 | $2,907-93.5% | $4,333-95.6% | $2,631-92.8% |
| Participant deferral / active EE | $756 | $4,590-83.5% | $6,158-87.7% | $4,212-82.0% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |