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 | $39,913 | $61,660-35.3% | $80,019-50.1% | $64,186-37.8% |
| Participation rate | 44.4% | 71.7%-27.2pp | 75.8%-31.4pp | 69.6%-25.1pp |
| Annual return | -1.68% | -0.33%-1.4pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $66 | $1,810-96.3% | $2,468-97.3% | $2,381-97.2% |
| Participant deferral / active EE | $485 | $2,968-83.7% | $3,686-86.8% | $3,470-86.0% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |