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 4-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 | $41,109 | $81,460-49.5% | $103,333-60.2% | $80,856-49.2% |
| Participation rate | 4.0% | 66.8%-62.8pp | 74.5%-70.5pp | 67.6%-63.6pp |
| Annual return | 12.15% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $43 | $3,105-98.6% | $3,868-98.9% | $2,755-98.4% |
| Participant deferral / active EE | $549 | $3,869-85.8% | $5,057-89.1% | $4,296-87.2% |
| Admin fee / account holder | $158 | $6,566-97.6% | $8,355-98.1% | $6,918-97.7% |