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 | $26,954 | $99,341-72.9% | $84,750-68.2% | $273,961-90.2% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 2.13% | 22.93%-20.8pp | 22.78%-20.7pp | 41.45%-39.3pp |
| Employer contribution / active EE | $494 | $4,214-88.3% | $3,574-86.2% | $4,869-89.9% |
| Participant deferral / active EE | $494 | $4,269-88.4% | $3,712-86.7% | $5,287-90.7% |
| Admin fee / account holder | $126 | $6,644-98.1% | $5,332-97.6% | $10,132-98.8% |