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 | $35,866 | $71,883-50.1% | $86,677-58.6% | $68,494-47.6% |
| Participation rate | 31.0% | 72.2%-41.2pp | 76.6%-45.5pp | 67.9%-36.9pp |
| Annual return | -13.37% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $127 | $2,173-94.1% | $2,836-95.5% | $2,596-95.1% |
| Participant deferral / active EE | $761 | $3,779-79.9% | $4,656-83.7% | $4,027-81.1% |
| Admin fee / account holder | $11 | $6,112-99.8% | $7,493-99.8% | $5,403-99.8% |