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 8-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 | $15,891 | $91,190-82.6% | $178,490-91.1% | $79,858-80.1% |
| Participation rate | 29.6% | 69.2%-39.6pp | 81.9%-52.3pp | 69.6%-40.0pp |
| Annual return | 23.68% | 24.19%-0.5pp | 151.07%-127.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $178 | $3,256-94.5% | $5,011-96.4% | $2,471-92.8% |
| Participant deferral / active EE | $720 | $3,236-77.7% | $5,202-86.2% | $3,740-80.7% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |