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 7-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 | $9,764 | $81,248-88.0% | $155,509-93.7% | $80,856-87.9% |
| Participation rate | 3.8% | 66.2%-62.4pp | 78.2%-74.3pp | 67.6%-63.8pp |
| Annual return | 14.51% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $89 | $7,997-98.9% | $15,912-99.4% | $6,918-98.7% |