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 8-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 | $41,634 | $159,602-73.9% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.3%-57.3pp | 80.1%-55.1pp |
| Annual return | 15.82% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $670 | $4,961-86.5% | $4,693-85.7% | $4,299-84.4% |
| Participant deferral / active EE | $1,181 | $8,310-85.8% | $7,997-85.2% | $6,507-81.9% |
| Admin fee / account holder | $279 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |