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 | $17,125 | $106,515-83.9% | $96,683-82.3% | $139,434-87.7% |
| Participation rate | 10.0% | 77.8%-67.8pp | 74.3%-64.3pp | 80.3%-70.3pp |
| Annual return | 20.15% | 38.43%-18.3pp | 35.69%-15.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $543 | $4,103-86.8% | $3,737-85.5% | $4,751-88.6% |
| Participant deferral / active EE | $679 | $5,454-87.6% | $4,878-86.1% | $6,710-89.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |