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 | $11,737 | $24,730-52.5% | $66,042-82.2% | $84,808-86.2% |
| Participation rate | 10.0% | 68.1%-58.1pp | 67.5%-57.5pp | 68.3%-58.3pp |
| Annual return | 15.13% | 79.55%-64.4pp | 52.11%-37.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $424 | $1,737-75.6% | $2,835-85.0% | $4,212-89.9% |
| Admin fee / account holder | $0 | $3,014-100.0% | $5,747-100.0% | $7,344-100.0% |