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 | $62,046 | $160,055-61.2% | $140,016-55.7% | $135,375-54.2% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | -9.05% | 911.38%-920.4pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $740 | $6,420-88.5% | $5,606-86.8% | $4,779-84.5% |
| Participant deferral / active EE | $2,064 | $7,642-73.0% | $6,927-70.2% | $5,609-63.2% |
| Admin fee / account holder | $61 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |