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 3-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 | $6,510 | $25,014-74.0% | $69,647-90.7% | $80,856-91.9% |
| Participation rate | 11.1% | 64.2%-53.1pp | 66.5%-55.3pp | 67.6%-56.5pp |
| Annual return | 22.60% | 19.07%+3.5pp | 100.48%-77.9pp | 35.59%-13.0pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $484 | $1,839-73.7% | $2,886-83.2% | $4,296-88.7% |
| Admin fee / account holder | $0 | $2,488-100.0% | $4,713-100.0% | $6,918-100.0% |