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 6-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 | $25,164 | $73,933-66.0% | $96,683-74.0% | $75,163-66.5% |
| Participation rate | 1.1% | 66.4%-65.3pp | 74.3%-73.2pp | 67.2%-66.1pp |
| Annual return | 25.28% | 26.70%-1.4pp | 35.69%-10.4pp | 160.62%-135.3pp |
| Employer contribution / active EE | $46 | $2,928-98.4% | $3,737-98.8% | $2,670-98.3% |
| Participant deferral / active EE | $58 | $3,659-98.4% | $4,878-98.8% | $4,125-98.6% |
| Admin fee / account holder | $196 | $5,216-96.2% | $6,730-97.1% | $5,651-96.5% |