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 | $86,083 | $133,958-35.7% | $112,228-23.3% | $134,475-36.0% |
| Participation rate | 9.1% | 78.6%-69.5pp | 75.1%-66.0pp | 81.2%-72.1pp |
| Annual return | -18.76% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $8 | $4,038-99.8% | $3,635-99.8% | $4,740-99.8% |
| Participant deferral / active EE | $383 | $5,291-92.8% | $4,728-91.9% | $6,400-94.0% |
| Admin fee / account holder | $232 | $7,489-96.9% | $6,410-96.4% | $11,426-98.0% |