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 5-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 | $11,090 | $57,281-80.6% | $86,612-87.2% | $75,163-85.2% |
| Participation rate | 9.4% | 63.2%-53.8pp | 71.7%-62.3pp | 67.2%-57.8pp |
| Annual return | 21.08% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $155 | $2,314-93.3% | $3,022-94.9% | $2,670-94.2% |
| Participant deferral / active EE | $155 | $3,318-95.3% | $4,438-96.5% | $4,125-96.2% |
| Admin fee / account holder | $88 | $4,112-97.9% | $5,614-98.4% | $5,651-98.4% |