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 | $19,854 | $138,044-85.6% | $125,339-84.2% | $134,475-85.2% |
| Participation rate | 21.4% | 84.5%-63.1pp | 82.4%-60.9pp | 81.2%-59.8pp |
| Annual return | -17.23% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $315 | $5,243-94.0% | $4,814-93.5% | $4,740-93.4% |
| Participant deferral / active EE | $615 | $7,799-92.1% | $7,446-91.7% | $6,400-90.4% |
| Admin fee / account holder | $107 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |