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 | $27,753 | $87,540-68.3% | $75,781-63.4% | $125,391-77.9% |
| Participation rate | 30.0% | 80.2%-50.2pp | 75.8%-45.8pp | 83.2%-53.2pp |
| Annual return | -3.16% | 13.48%-16.6pp | 9.68%-12.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $723 | $4,229-82.9% | $3,651-80.2% | $5,352-86.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |