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 | $36,519 | $80,717-54.8% | $154,803-76.4% | $84,808-56.9% |
| Participation rate | 12.1% | 66.8%-54.7pp | 78.1%-65.9pp | 68.3%-56.2pp |
| Annual return | 17.09% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $88 | $2,761-96.8% | $4,305-98.0% | $2,631-96.7% |
| Participant deferral / active EE | $116 | $3,303-96.5% | $5,540-97.9% | $4,212-97.2% |
| Admin fee / account holder | $57 | $6,746-99.2% | $14,329-99.6% | $7,344-99.2% |