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 9-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 | $13,545 | $62,573-78.4% | $85,682-84.2% | $85,850-84.2% |
| Participation rate | 6.7% | 61.1%-54.5pp | 69.9%-63.2pp | 69.3%-62.6pp |
| Annual return | 24.83% | 23.77%+1.1pp | 21.49%+3.3pp | 318.53%-293.7pp |
| Employer contribution / active EE | $44 | $1,757-97.5% | $2,618-98.3% | $2,565-98.3% |
| Participant deferral / active EE | $177 | $2,802-93.7% | $3,923-95.5% | $3,952-95.5% |
| Admin fee / account holder | $0 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |