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 4-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 | $18,192 | $60,892-70.1% | $82,389-77.9% | $84,808-78.5% |
| Participation rate | 2.6% | 63.3%-60.6pp | 69.5%-66.9pp | 68.3%-65.7pp |
| Annual return | 26.95% | 37.29%-10.3pp | 28.67%-1.7pp | 40.90%-13.9pp |
| Employer contribution / active EE | $62 | $1,779-96.5% | $2,517-97.5% | $2,631-97.6% |
| Participant deferral / active EE | $74 | $3,179-97.7% | $4,155-98.2% | $4,212-98.3% |
| Admin fee / account holder | $0 | $5,467-100.0% | $7,231-100.0% | $7,344-100.0% |