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 5-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 | $30,648 | $60,892-49.7% | $82,389-62.8% | $84,808-63.9% |
| Participation rate | 7.1% | 63.3%-56.2pp | 69.5%-62.5pp | 68.3%-61.3pp |
| Annual return | 30.49% | 37.29%-6.8pp | 28.67%+1.8pp | 40.90%-10.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $150 | $3,179-95.3% | $4,155-96.4% | $4,212-96.4% |
| Admin fee / account holder | $0 | $5,467-100.0% | $7,231-100.0% | $7,344-100.0% |