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 4-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 | $51,315 | $109,881-53.3% | $150,045-65.8% | $84,808-39.5% |
| Participation rate | 9.1% | 76.1%-67.0pp | 82.3%-73.2pp | 68.3%-59.2pp |
| Annual return | 20.58% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $65 | $3,561-98.2% | $4,693-98.6% | $2,631-97.5% |
| Participant deferral / active EE | $750 | $6,636-88.7% | $7,997-90.6% | $4,212-82.2% |
| Admin fee / account holder | $293 | $8,568-96.6% | $13,435-97.8% | $7,344-96.0% |