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 | $41,362 | $72,277-42.8% | $101,248-59.1% | $79,858-48.2% |
| Participation rate | 3.6% | 68.5%-64.9pp | 75.8%-72.2pp | 69.6%-66.1pp |
| Annual return | 19.29% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $75 | $2,692-97.2% | $3,660-98.0% | $2,471-97.0% |
| Participant deferral / active EE | $93 | $3,282-97.2% | $4,370-97.9% | $3,740-97.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |