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 | $41,264 | $42,894-3.8% | $60,874-32.2% | $68,494-39.8% |
| Participation rate | 14.5% | 66.8%-52.3pp | 73.1%-58.7pp | 67.9%-53.4pp |
| Annual return | -16.74% | -13.98%-2.8pp | 16.90%-33.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $335 | $1,978-83.1% | $2,701-87.6% | $2,596-87.1% |
| Participant deferral / active EE | $585 | $2,867-79.6% | $3,817-84.7% | $4,027-85.5% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |