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 | $18,142 | $50,815-64.3% | $155,509-88.3% | $77,643-76.6% |
| Participation rate | 13.1% | 63.1%-50.0pp | 78.2%-65.1pp | 70.6%-57.5pp |
| Annual return | 17.62% | 34.80%-17.2pp | 64.67%-47.1pp | 31.24%-13.6pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $728 | $2,822-74.2% | $5,626-87.1% | $4,647-84.3% |
| Admin fee / account holder | $4 | $437-99.2% | $15,912-100.0% | $430-99.2% |