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 | $34,669 | $93,024-62.7% | $77,024-55.0% | $134,475-74.2% |
| Participation rate | 26.7% | 74.5%-47.8pp | 67.9%-41.2pp | 81.2%-54.6pp |
| Annual return | -18.83% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $158 | $3,418-95.4% | $2,812-94.4% | $4,740-96.7% |
| Participant deferral / active EE | $687 | $5,238-86.9% | $4,426-84.5% | $6,400-89.3% |
| Admin fee / account holder | $95 | $6,944-98.6% | $5,425-98.2% | $11,426-99.2% |