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 | $36,091 | $95,862-62.4% | $79,550-54.6% | $134,475-73.2% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -12.08% | -2.69%-9.4pp | 0.16%-12.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $250 | $3,128-92.0% | $2,413-89.7% | $4,740-94.7% |
| Participant deferral / active EE | $620 | $4,693-86.8% | $3,985-84.4% | $6,400-90.3% |
| Admin fee / account holder | $82 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |