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 | $29,251 | $127,065-77.0% | $113,168-74.2% | $142,382-79.5% |
| Participation rate | 22.2% | 79.2%-57.0pp | 76.6%-54.3pp | 80.1%-57.9pp |
| Annual return | 15.70% | 24.03%-8.3pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $79 | $3,442-97.7% | $2,975-97.3% | $4,299-98.2% |
| Participant deferral / active EE | $198 | $5,716-96.5% | $5,107-96.1% | $6,507-97.0% |
| Admin fee / account holder | $36 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |