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 | $31,349 | $109,881-71.5% | $150,045-79.1% | $84,808-63.0% |
| Participation rate | 10.0% | 76.1%-66.1pp | 82.3%-72.3pp | 68.3%-58.3pp |
| Annual return | 15.49% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $849 | $6,636-87.2% | $7,997-89.4% | $4,212-79.8% |
| Admin fee / account holder | $117 | $8,568-98.6% | $13,435-99.1% | $7,344-98.4% |