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 | $33,606 | $75,828-55.7% | $147,614-77.2% | $59,632-43.6% |
| Participation rate | 11.1% | 71.6%-60.5pp | 84.6%-73.5pp | 68.7%-57.6pp |
| Annual return | -1.30% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $272 | $3,485-92.2% | $5,564-95.1% | $2,203-87.6% |
| Participant deferral / active EE | $806 | $3,130-74.2% | $4,895-83.5% | $3,192-74.7% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |