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 | $12,108 | $80,717-85.0% | $154,803-92.2% | $84,808-85.7% |
| Participation rate | 17.3% | 66.8%-49.5pp | 78.1%-60.8pp | 68.3%-51.0pp |
| Annual return | 20.88% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $129 | $2,761-95.3% | $4,305-97.0% | $2,631-95.1% |
| Participant deferral / active EE | $527 | $3,303-84.0% | $5,540-90.5% | $4,212-87.5% |
| Admin fee / account holder | $230 | $6,746-96.6% | $14,329-98.4% | $7,344-96.9% |