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 3-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 | $9,389 | $64,839-85.5% | $95,585-90.2% | $84,808-88.9% |
| Participation rate | 30.5% | 63.8%-33.3pp | 72.1%-41.6pp | 68.3%-37.8pp |
| Annual return | 24.90% | -670.96%+695.9pp | 38.56%-13.7pp | 40.90%-16.0pp |
| Employer contribution / active EE | $316 | $1,759-82.0% | $2,527-87.5% | $2,631-88.0% |
| Participant deferral / active EE | $687 | $2,965-76.8% | $4,023-82.9% | $4,212-83.7% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |