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 | $18,223 | $87,705-79.2% | $63,517-71.3% | $125,391-85.5% |
| Participation rate | 22.2% | 77.0%-54.8pp | 71.0%-48.8pp | 83.2%-61.0pp |
| Annual return | 1.05% | 21.70%-20.6pp | -70.30%+71.3pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $588 | $3,939-85.1% | $2,953-80.1% | $5,352-89.0% |
| Admin fee / account holder | $34 | $11,948-99.7% | $5,892-99.4% | $9,540-99.6% |