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 | $23,958 | $124,281-80.7% | $109,143-78.0% | $167,490-85.7% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 30.51% | 26.04%+4.5pp | 25.75%+4.8pp | 478.56%-448.1pp |
| Employer contribution / active EE | $264 | $4,207-93.7% | $3,722-92.9% | $4,837-94.5% |
| Participant deferral / active EE | $702 | $5,255-86.6% | $4,653-84.9% | $6,341-88.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |