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 6-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 | $16,281 | $60,892-73.3% | $82,389-80.2% | $84,808-80.8% |
| Participation rate | 0.0% | 63.3%-63.3pp | 69.5%-69.5pp | 68.3%-68.3pp |
| Annual return | 15.92% | 37.29%-21.4pp | 28.67%-12.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $206 | $3,179-93.5% | $4,155-95.0% | $4,212-95.1% |
| Admin fee / account holder | $41 | $5,467-99.3% | $7,231-99.4% | $7,344-99.4% |