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 | $16,590 | $58,208-71.5% | $81,812-79.7% | $80,856-79.5% |
| Participation rate | 9.1% | 63.4%-54.3pp | 72.3%-63.3pp | 67.6%-58.5pp |
| Annual return | 11.30% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $193 | $2,340-91.8% | $2,912-93.4% | $2,755-93.0% |
| Participant deferral / active EE | $193 | $3,281-94.1% | $4,319-95.5% | $4,296-95.5% |
| Admin fee / account holder | $158 | $4,981-96.8% | $7,386-97.9% | $6,918-97.7% |