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 | $21,920 | $53,127-58.7% | $86,590-74.7% | $70,131-68.7% |
| Participation rate | 21.1% | 65.3%-44.3pp | 73.5%-52.5pp | 69.5%-48.5pp |
| Annual return | 19.66% | 27.66%-8.0pp | 964.84%-945.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $41 | $2,068-98.0% | $2,839-98.5% | $2,342-98.2% |
| Participant deferral / active EE | $656 | $2,696-75.7% | $3,609-81.8% | $3,332-80.3% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |