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 | $23,766 | $167,484-85.8% | $151,611-84.3% | $134,475-82.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.24% | 7.80%-22.0pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $559 | $6,829-91.8% | $6,166-90.9% | $4,740-88.2% |
| Participant deferral / active EE | $3,194 | $8,986-64.5% | $8,363-61.8% | $6,400-50.1% |
| Admin fee / account holder | $102 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |