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 | $39,051 | $90,590-56.9% | $90,782-57.0% | $135,375-71.2% |
| Participation rate | 35.3% | 83.7%-48.4pp | 82.7%-47.4pp | 82.6%-47.3pp |
| Annual return | -8.85% | -3.40%-5.5pp | -3.42%-5.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $697 | $4,352-84.0% | $4,105-83.0% | $4,779-85.4% |
| Participant deferral / active EE | $1,044 | $5,407-80.7% | $5,366-80.5% | $5,609-81.4% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |