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 10-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 | $32,539 | $42,894-24.1% | $60,874-46.5% | $68,494-52.5% |
| Participation rate | 20.5% | 66.8%-46.3pp | 73.1%-52.6pp | 67.9%-47.4pp |
| Annual return | -16.10% | -13.98%-2.1pp | 16.90%-33.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $229 | $1,978-88.4% | $2,701-91.5% | $2,596-91.2% |
| Participant deferral / active EE | $799 | $2,867-72.1% | $3,817-79.1% | $4,027-80.2% |
| Admin fee / account holder | $35 | $3,101-98.9% | $3,224-98.9% | $5,403-99.4% |