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 | $23,412 | $45,152-48.1% | $73,843-68.3% | $59,632-60.7% |
| Participation rate | 19.2% | 64.0%-44.8pp | 73.4%-54.2pp | 68.7%-49.4pp |
| Annual return | -2.19% | 27.40%-29.6pp | 2267.84%-2270.0pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $15 | $1,902-99.2% | $2,787-99.4% | $2,203-99.3% |
| Participant deferral / active EE | $390 | $2,574-84.8% | $3,583-89.1% | $3,192-87.8% |
| Admin fee / account holder | $171 | $3,516-95.2% | $4,880-96.5% | $4,297-96.0% |