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 | $4,254 | $27,827-84.7% | $65,255-93.5% | $71,457-94.0% |
| Participation rate | 14.2% | 57.6%-43.4pp | 65.0%-50.8pp | 67.9%-53.7pp |
| Annual return | 43.61% | 41.58%+2.0pp | 47.35%-3.7pp | 28.85%+14.8pp |
| Employer contribution / active EE | $72 | $1,405-94.8% | $1,691-95.7% | $2,588-97.2% |
| Participant deferral / active EE | $133 | $1,861-92.8% | $2,831-95.3% | $4,289-96.9% |
| Admin fee / account holder | $253 | $3,850-93.4% | $4,112-93.8% | $1,587-84.1% |