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 | $39,158 | $59,805-34.5% | $79,550-50.8% | $68,494-42.8% |
| Participation rate | 17.9% | 61.1%-43.1pp | 69.5%-51.5pp | 67.9%-49.9pp |
| Annual return | -13.70% | -12.30%-1.4pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $378 | $3,024-87.5% | $3,985-90.5% | $4,027-90.6% |
| Admin fee / account holder | $121 | $4,835-97.5% | $6,832-98.2% | $5,403-97.8% |