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 | $34,155 | $90,519-62.3% | $93,789-63.6% | $134,475-74.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 81.0%-41.0pp | 81.2%-41.2pp |
| Annual return | -15.93% | -15.72%-0.2pp | -11.33%-4.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $472 | $4,343-89.1% | $4,323-89.1% | $4,740-90.0% |
| Participant deferral / active EE | $801 | $5,978-86.6% | $6,094-86.9% | $6,400-87.5% |
| Admin fee / account holder | $125 | $9,252-98.6% | $7,195-98.3% | $11,426-98.9% |