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 | $51,886 | $197,825-73.8% | $155,790-66.7% | $125,391-58.6% |
| Participation rate | 25.0% | 82.1%-57.1pp | 76.1%-51.1pp | 83.2%-58.2pp |
| Annual return | -0.74% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-283.0pp |
| Employer contribution / active EE | $284 | $4,847-94.1% | $3,836-92.6% | $4,866-94.2% |
| Participant deferral / active EE | $592 | $5,630-89.5% | $4,797-87.7% | $5,352-88.9% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |