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 7-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 | $21,839 | $73,933-70.5% | $96,683-77.4% | $75,163-70.9% |
| Participation rate | 36.4% | 66.4%-30.1pp | 74.3%-38.0pp | 67.2%-30.8pp |
| Annual return | 21.07% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.6pp |
| Employer contribution / active EE | $733 | $2,928-75.0% | $3,737-80.4% | $2,670-72.6% |
| Participant deferral / active EE | $1,419 | $3,659-61.2% | $4,878-70.9% | $4,125-65.6% |
| Admin fee / account holder | $136 | $5,216-97.4% | $6,730-98.0% | $5,651-97.6% |