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 4-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 | $85,518 | $58,851+45.3% | $115,157-25.7% | $72,985+17.2% |
| Participation rate | 7.7% | 65.5%-57.9pp | 75.9%-68.2pp | 69.5%-61.8pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $59 | $1,798-96.7% | $3,179-98.1% | $2,440-97.6% |
| Participant deferral / active EE | $74 | $2,643-97.2% | $4,168-98.2% | $3,607-97.9% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |