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 | $22,796 | $82,664-72.4% | $125,339-81.8% | $68,494-66.7% |
| Participation rate | 36.4% | 75.0%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $442 | $3,381-86.9% | $4,814-90.8% | $2,596-83.0% |
| Participant deferral / active EE | $486 | $6,110-92.1% | $7,446-93.5% | $4,027-87.9% |
| Admin fee / account holder | $140 | $6,275-97.8% | $10,010-98.6% | $5,403-97.4% |