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 | $68,195 | $90,519-24.7% | $93,789-27.3% | $134,475-49.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 81.0%-81.0pp | 81.2%-81.2pp |
| Annual return | -12.73% | -15.72%+3.0pp | -11.33%-1.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $849 | $4,343-80.5% | $4,323-80.4% | $4,740-82.1% |
| Participant deferral / active EE | $1,061 | $5,978-82.3% | $6,094-82.6% | $6,400-83.4% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |