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 8-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 | $15,572 | $100,901-84.6% | $75,670-79.4% | $147,584-89.4% |
| Participation rate | 5.6% | 77.1%-71.6pp | 72.3%-66.8pp | 82.8%-77.3pp |
| Annual return | 18.04% | 35.78%-17.7pp | 27.34%-9.3pp | 578.55%-560.5pp |
| Employer contribution / active EE | $57 | $3,253-98.2% | $2,352-97.6% | $4,876-98.8% |
| Participant deferral / active EE | $143 | $4,027-96.4% | $3,142-95.4% | $5,439-97.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |