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 10-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 | $14,986 | $49,227-69.6% | $70,449-78.7% | $79,858-81.2% |
| Participation rate | 18.8% | 69.2%-50.4pp | 75.1%-56.3pp | 69.6%-50.9pp |
| Annual return | 9.51% | 30.06%-20.6pp | 109.03%-99.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $189 | $2,099-91.0% | $2,737-93.1% | $2,471-92.3% |
| Participant deferral / active EE | $259 | $2,768-90.7% | $3,709-93.0% | $3,740-93.1% |
| Admin fee / account holder | $270 | $2,878-90.6% | $3,845-93.0% | $5,306-94.9% |