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 | $17,705 | $84,233-79.0% | $170,442-89.6% | $70,131-74.8% |
| Participation rate | 8.3% | 70.8%-62.5pp | 83.6%-75.3pp | 69.5%-61.2pp |
| Annual return | 20.10% | 23.06%-3.0pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $154 | $3,387-95.5% | $5,433-97.2% | $2,342-93.4% |
| Participant deferral / active EE | $397 | $3,086-87.1% | $4,939-92.0% | $3,332-88.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |