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 8-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 | $24,046 | $59,805-59.8% | $79,550-69.8% | $68,494-64.9% |
| Participation rate | 7.7% | 61.1%-53.4pp | 69.5%-61.8pp | 67.9%-60.2pp |
| Annual return | -19.23% | -12.30%-6.9pp | 0.16%-19.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $244 | $1,505-83.8% | $2,413-89.9% | $2,596-90.6% |
| Participant deferral / active EE | $366 | $3,024-87.9% | $3,985-90.8% | $4,027-90.9% |
| Admin fee / account holder | $121 | $4,835-97.5% | $6,832-98.2% | $5,403-97.8% |