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 | $44,200 | $86,929-49.2% | $102,423-56.8% | $80,856-45.3% |
| Participation rate | 1.2% | 72.4%-71.2pp | 76.5%-75.3pp | 67.6%-66.4pp |
| Annual return | 24.14% | 18.88%+5.3pp | 29.32%-5.2pp | 35.59%-11.5pp |
| Employer contribution / active EE | $15 | $2,369-99.4% | $3,023-99.5% | $2,755-99.5% |
| Participant deferral / active EE | $37 | $4,118-99.1% | $5,053-99.3% | $4,296-99.1% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |