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 6-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 | $29,227 | $214,378-86.4% | $200,582-85.4% | $142,382-79.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 20.90% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $988 | $6,841-85.6% | $6,419-84.6% | $4,299-77.0% |
| Participant deferral / active EE | $1,924 | $9,865-80.5% | $9,331-79.4% | $6,507-70.4% |
| Admin fee / account holder | $75 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |