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 | $28,533 | $167,484-83.0% | $151,611-81.2% | $134,475-78.8% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -19.35% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $999 | $6,829-85.4% | $6,166-83.8% | $4,740-78.9% |
| Participant deferral / active EE | $1,787 | $8,986-80.1% | $8,363-78.6% | $6,400-72.1% |
| Admin fee / account holder | $111 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |