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 8-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 | $28,737 | $83,908-65.8% | $68,509-58.1% | $125,391-77.1% |
| Participation rate | 45.5% | 78.2%-32.7pp | 74.7%-29.3pp | 83.2%-37.7pp |
| Annual return | 0.40% | 14.48%-14.1pp | 8.27%-7.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $225 | $3,031-92.6% | $2,278-90.1% | $4,866-95.4% |
| Participant deferral / active EE | $707 | $4,125-82.9% | $3,382-79.1% | $5,352-86.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |