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 | $9,630 | $27,641-65.2% | $61,373-84.3% | $68,494-85.9% |
| Participation rate | 8.0% | 39.5%-31.5pp | 52.6%-44.6pp | 67.9%-59.9pp |
| Annual return | -18.90% | -13.24%-5.7pp | 338.61%-357.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $174 | $1,263-86.3% | $2,125-91.8% | $4,027-95.7% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,130-99.6% | $5,403-99.9% |