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 5-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 | $19,524 | $80,717-75.8% | $154,803-87.4% | $84,808-77.0% |
| Participation rate | 13.4% | 66.8%-53.4pp | 78.1%-64.7pp | 68.3%-54.9pp |
| Annual return | 24.78% | 37.96%-13.2pp | 58.88%-34.1pp | 40.90%-16.1pp |
| Employer contribution / active EE | $67 | $2,761-97.6% | $4,305-98.4% | $2,631-97.4% |
| Participant deferral / active EE | $862 | $3,303-73.9% | $5,540-84.4% | $4,212-79.5% |
| Admin fee / account holder | $107 | $6,746-98.4% | $14,329-99.3% | $7,344-98.5% |