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 | $38,731 | $77,813-50.2% | $123,544-68.6% | $64,186-39.7% |
| Participation rate | 9.1% | 74.7%-65.6pp | 82.3%-73.2pp | 69.6%-60.5pp |
| Annual return | -6.42% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,077 | $5,240-79.5% | $6,426-83.2% | $3,470-69.0% |
| Admin fee / account holder | $46 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |