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 | $63,509 | $83,337-23.8% | $67,834-6.4% | $273,961-76.8% |
| Participation rate | 11.1% | 76.4%-65.3pp | 68.8%-57.7pp | 83.0%-71.9pp |
| Annual return | 3.40% | 259.45%-256.0pp | 138.47%-135.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $238 | $3,287-92.8% | $2,403-90.1% | $4,869-95.1% |
| Participant deferral / active EE | $297 | $4,088-92.7% | $3,160-90.6% | $5,287-94.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |