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 | $65,041-100.0% | $90,951-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.0%-69.0pp | 69.6%-69.6pp |
| Annual return | 13.41% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $219 | $1,247-82.4% | $2,122-89.7% | $2,471-91.1% |
| Participant deferral / active EE | $1,050 | $2,512-58.2% | $3,373-68.9% | $3,740-71.9% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |