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 | $64,308 | $89,753-28.4% | $107,525-40.2% | $84,808-24.2% |
| Participation rate | 16.0% | 68.1%-52.1pp | 75.1%-59.1pp | 68.3%-52.3pp |
| Annual return | 18.63% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $367 | $3,113-88.2% | $3,754-90.2% | $2,631-86.0% |
| Participant deferral / active EE | $367 | $4,056-90.9% | $5,116-92.8% | $4,212-91.3% |
| Admin fee / account holder | $20 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |