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 10-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 | $19,022 | $49,915-61.9% | $154,803-87.7% | $74,304-74.4% |
| Participation rate | 11.1% | 54.0%-42.8pp | 78.1%-67.0pp | 60.3%-49.2pp |
| Annual return | 18.46% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $487 | $2,255-78.4% | $5,540-91.2% | $3,767-87.1% |
| Admin fee / account holder | $295 | $2,189-86.5% | $14,329-97.9% | $2,969-90.1% |