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 | $58,391 | $180,449-67.6% | $154,107-62.1% | $135,375-56.9% |
| Participation rate | 45.0% | 87.4%-42.4pp | 83.0%-38.0pp | 82.6%-37.6pp |
| Annual return | -7.21% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $671 | $6,035-88.9% | $5,298-87.3% | $4,779-86.0% |
| Participant deferral / active EE | $1,816 | $5,806-68.7% | $5,081-64.3% | $5,609-67.6% |
| Admin fee / account holder | $17 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |