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 | $15,661 | $97,044-83.9% | $83,333-81.2% | $135,375-88.4% |
| Participation rate | 14.3% | 80.4%-66.1pp | 77.8%-63.5pp | 82.6%-68.4pp |
| Annual return | 1.16% | 12.31%-11.2pp | 10.63%-9.5pp | 519.73%-518.6pp |
| Employer contribution / active EE | $280 | $4,143-93.2% | $3,379-91.7% | $4,779-94.1% |
| Participant deferral / active EE | $692 | $5,964-88.4% | $5,565-87.6% | $5,609-87.7% |
| Admin fee / account holder | $4 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |