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 | $22,966 | $52,681-56.4% | $75,781-69.7% | $59,632-61.5% |
| Participation rate | 6.5% | 67.2%-60.7pp | 75.8%-69.3pp | 68.7%-62.1pp |
| Annual return | -1.80% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $174 | $2,193-92.1% | $3,323-94.8% | $2,203-92.1% |
| Participant deferral / active EE | $285 | $2,591-89.0% | $3,651-92.2% | $3,192-91.1% |
| Admin fee / account holder | $2 | $3,610-99.9% | $5,299-100.0% | $4,297-100.0% |