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 9-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 | $10,847 | $57,281-81.1% | $86,612-87.5% | $75,163-85.6% |
| Participation rate | 6.1% | 63.2%-57.1pp | 71.7%-65.6pp | 67.2%-61.1pp |
| Annual return | 25.68% | 2670.75%-2645.1pp | 591.07%-565.4pp | 160.62%-134.9pp |
| Employer contribution / active EE | $110 | $2,314-95.2% | $3,022-96.4% | $2,670-95.9% |
| Participant deferral / active EE | $126 | $3,318-96.2% | $4,438-97.2% | $4,125-96.9% |
| Admin fee / account holder | $82 | $4,112-98.0% | $5,614-98.5% | $5,651-98.5% |