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 9-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 | $56,720 | $52,681+7.7% | $75,781-25.2% | $59,632-4.9% |
| Participation rate | 20.0% | 67.2%-47.2pp | 75.8%-55.8pp | 68.7%-48.7pp |
| Annual return | -0.02% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $144 | $2,193-93.4% | $3,323-95.7% | $2,203-93.5% |
| Participant deferral / active EE | $721 | $2,591-72.2% | $3,651-80.3% | $3,192-77.4% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |