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 | $51,434 | $61,660-16.6% | $80,019-35.7% | $64,186-19.9% |
| Participation rate | 18.5% | 71.7%-53.2pp | 75.8%-57.3pp | 69.6%-51.0pp |
| Annual return | -1.85% | -0.33%-1.5pp | 11.22%-13.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $323 | $1,810-82.2% | $2,468-86.9% | $2,381-86.4% |
| Participant deferral / active EE | $602 | $2,968-79.7% | $3,686-83.7% | $3,470-82.7% |
| Admin fee / account holder | $2 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |