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 6-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 | $41,872 | $90,745-53.9% | $130,231-67.8% | $75,163-44.3% |
| Participation rate | 7.3% | 71.1%-63.7pp | 76.3%-69.0pp | 67.2%-59.9pp |
| Annual return | 26.20% | 34.45%-8.3pp | 38.77%-12.6pp | 160.62%-134.4pp |
| Employer contribution / active EE | $455 | $3,314-86.3% | $4,126-89.0% | $2,670-82.9% |
| Participant deferral / active EE | $1,150 | $5,362-78.5% | $6,799-83.1% | $4,125-72.1% |
| Admin fee / account holder | $35 | $6,331-99.5% | $6,020-99.4% | $5,651-99.4% |