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 | $11,584 | $77,899-85.1% | $149,673-92.3% | $75,163-84.6% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 16.77% | 31.72%-15.0pp | 134.42%-117.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $151 | $3,137-95.2% | $4,818-96.9% | $2,670-94.3% |
| Participant deferral / active EE | $774 | $3,411-77.3% | $5,680-86.4% | $4,125-81.2% |
| Admin fee / account holder | $79 | $5,956-98.7% | $13,210-99.4% | $5,651-98.6% |