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 | $24,031 | $93,571-74.3% | $135,903-82.3% | $75,163-68.0% |
| Participation rate | 13.6% | 75.2%-61.6pp | 81.9%-68.3pp | 67.2%-53.6pp |
| Annual return | 24.18% | 30.90%-6.7pp | 68.23%-44.1pp | 160.62%-136.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,136 | $6,404-82.3% | $7,758-85.4% | $4,125-72.5% |
| Admin fee / account holder | $273 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |