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 | $41,481 | $56,199-26.2% | $67,652-38.7% | $59,632-30.4% |
| Participation rate | 61.6% | 71.5%-9.8pp | 75.7%-14.0pp | 68.7%-7.0pp |
| Annual return | -1.82% | 18505.31%-18507.1pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $68 | $1,614-95.8% | $2,266-97.0% | $2,203-96.9% |
| Participant deferral / active EE | $482 | $2,844-83.1% | $3,560-86.5% | $3,192-84.9% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |