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 9-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 | $21,081 | $77,813-72.9% | $123,544-82.9% | $64,186-67.2% |
| Participation rate | 10.5% | 74.7%-64.2pp | 82.3%-71.8pp | 69.6%-59.0pp |
| Annual return | -6.73% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $134 | $5,240-97.4% | $6,426-97.9% | $3,470-96.1% |
| Admin fee / account holder | $264 | $5,519-95.2% | $9,284-97.2% | $4,888-94.6% |