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 | $25,111 | $83,337-69.9% | $67,834-63.0% | $273,961-90.8% |
| Participation rate | 44.4% | 76.4%-32.0pp | 68.8%-24.4pp | 83.0%-38.6pp |
| Annual return | 4.10% | 259.45%-255.3pp | 138.47%-134.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $130 | $3,287-96.0% | $2,403-94.6% | $4,869-97.3% |
| Participant deferral / active EE | $889 | $4,088-78.3% | $3,160-71.9% | $5,287-83.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |