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 | $17,954 | $107,334-83.3% | $92,893-80.7% | $152,861-88.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 21.82% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $601 | $4,221-85.8% | $3,653-83.6% | $4,762-87.4% |
| Participant deferral / active EE | $719 | $4,845-85.2% | $4,236-83.0% | $5,850-87.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |