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 | $28,848 | $65,365-55.9% | $92,893-68.9% | $72,985-60.5% |
| Participation rate | 11.5% | 68.3%-56.8pp | 76.0%-64.5pp | 69.5%-57.9pp |
| Annual return | 20.94% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $131 | $2,594-95.0% | $3,653-96.4% | $2,440-94.6% |
| Participant deferral / active EE | $1,012 | $3,128-67.7% | $4,236-76.1% | $3,607-72.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |