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 | $88,887 | $85,790+3.6% | $67,313+32.1% | $135,375-34.3% |
| Participation rate | 7.7% | 76.5%-68.8pp | 69.1%-61.4pp | 82.6%-74.9pp |
| Annual return | -0.62% | -0.54%-0.1pp | -4.08%+3.5pp | 519.73%-520.4pp |
| Employer contribution / active EE | $244 | $3,487-93.0% | $2,566-90.5% | $4,779-94.9% |
| Participant deferral / active EE | $305 | $4,651-93.4% | $3,568-91.4% | $5,609-94.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |