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 | $7,930 | $95,266-91.7% | $82,389-90.4% | $142,382-94.4% |
| Participation rate | 31.6% | 74.5%-42.9pp | 69.5%-38.0pp | 80.1%-48.5pp |
| Annual return | 24.60% | 25.74%-1.1pp | 28.67%-4.1pp | 217.08%-192.5pp |
| Employer contribution / active EE | $292 | $2,991-90.2% | $2,517-88.4% | $4,299-93.2% |
| Participant deferral / active EE | $968 | $4,809-79.9% | $4,155-76.7% | $6,507-85.1% |
| Admin fee / account holder | $86 | $8,563-99.0% | $7,231-98.8% | $12,624-99.3% |