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 | $19,488 | $95,862-79.7% | $79,550-75.5% | $134,475-85.5% |
| Participation rate | 45.0% | 75.0%-30.0pp | 69.5%-24.5pp | 81.2%-36.2pp |
| Annual return | 2.42% | -2.69%+5.1pp | 0.16%+2.3pp | 417.96%-415.5pp |
| Employer contribution / active EE | $525 | $3,128-83.2% | $2,413-78.2% | $4,740-88.9% |
| Participant deferral / active EE | $658 | $4,693-86.0% | $3,985-83.5% | $6,400-89.7% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |