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 | $13,855 | $95,193-85.4% | $76,523-81.9% | $135,375-89.8% |
| Participation rate | 26.3% | 74.4%-48.1pp | 68.0%-41.7pp | 82.6%-56.3pp |
| Annual return | -3.55% | 4.85%-8.4pp | -0.27%-3.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $221 | $4,639-95.2% | $3,835-94.2% | $5,609-96.1% |
| Admin fee / account holder | $52 | $6,249-99.2% | $4,848-98.9% | $10,827-99.5% |