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 7-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 | $13,508 | $48,265-72.0% | $68,791-80.4% | $68,494-80.3% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.2pp | 67.9%-16.0pp |
| Annual return | -18.17% | -12.71%-5.5pp | -6.38%-11.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $200 | $2,867-93.0% | $3,941-94.9% | $4,027-95.0% |
| Admin fee / account holder | $79 | $4,355-98.2% | $4,932-98.4% | $5,403-98.5% |