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 | $0 | $65,365-100.0% | $92,893-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.0%-76.0pp | 69.5%-69.5pp |
| Annual return | 20.82% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $298 | $2,594-88.5% | $3,653-91.9% | $2,440-87.8% |
| Participant deferral / active EE | $483 | $3,128-84.6% | $4,236-88.6% | $3,607-86.6% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |