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 | $20,105 | $118,450-83.0% | $98,439-79.6% | $139,434-85.6% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 9.65% | 18.94%-9.3pp | 21.16%-11.5pp | 372.94%-363.3pp |
| Employer contribution / active EE | $206 | $3,609-94.3% | $3,048-93.3% | $4,751-95.7% |
| Participant deferral / active EE | $411 | $5,392-92.4% | $4,738-91.3% | $6,710-93.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |