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 | $15,241 | $43,327-64.8% | $59,878-74.5% | $64,186-76.3% |
| Participation rate | 15.6% | 69.2%-53.5pp | 74.7%-59.1pp | 69.6%-53.9pp |
| Annual return | -6.74% | -1.55%-5.2pp | 3.46%-10.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $29 | $2,028-98.5% | $2,722-98.9% | $2,381-98.8% |
| Participant deferral / active EE | $429 | $2,546-83.2% | $3,402-87.4% | $3,470-87.6% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |