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 | $39,563 | $57,354-31.0% | $83,848-52.8% | $64,186-38.4% |
| Participation rate | 20.4% | 68.6%-48.2pp | 76.1%-55.8pp | 69.6%-49.2pp |
| Annual return | -4.46% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $320 | $2,993-89.3% | $4,082-92.2% | $3,470-90.8% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |