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 | $22,639 | $142,344-84.1% | $119,609-81.1% | $134,475-83.2% |
| Participation rate | 35.0% | 82.8%-47.8pp | 79.3%-44.3pp | 81.2%-46.2pp |
| Annual return | -18.40% | -12.44%-6.0pp | -14.97%-3.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $528 | $5,222-89.9% | $4,232-87.5% | $4,740-88.9% |
| Participant deferral / active EE | $789 | $6,469-87.8% | $5,602-85.9% | $6,400-87.7% |
| Admin fee / account holder | $17 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |