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 10-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 | $40,390 | $48,076-16.0% | $78,689-48.7% | $62,891-35.8% |
| Participation rate | 4.0% | 65.2%-61.2pp | 73.6%-69.6pp | 69.3%-65.3pp |
| Annual return | 6.78% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3 | $2,015-99.8% | $2,851-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $5 | $2,588-99.8% | $3,517-99.9% | $3,203-99.9% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |