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 | $16,552 | $58,208-71.6% | $81,812-79.8% | $80,856-79.5% |
| Participation rate | 6.5% | 63.4%-56.9pp | 72.3%-65.8pp | 67.6%-61.1pp |
| Annual return | 14.14% | 41.66%-27.5pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $108 | $2,340-95.4% | $2,912-96.3% | $2,755-96.1% |
| Participant deferral / active EE | $574 | $3,281-82.5% | $4,319-86.7% | $4,296-86.6% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |