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 | $32,150 | $80,968-60.3% | $96,544-66.7% | $75,163-57.2% |
| Participation rate | 1.6% | 71.8%-70.1pp | 76.0%-74.3pp | 67.2%-65.6pp |
| Annual return | 26.79% | 27.06%-0.3pp | 25.84%+1.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $20 | $2,282-99.1% | $2,965-99.3% | $2,670-99.3% |
| Participant deferral / active EE | $49 | $3,928-98.7% | $4,851-99.0% | $4,125-98.8% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |