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 | $25,962 | $92,222-71.8% | $76,768-66.2% | $135,375-80.8% |
| Participation rate | 12.5% | 79.8%-67.3pp | 77.0%-64.5pp | 82.6%-70.1pp |
| Annual return | -6.21% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $250 | $3,216-92.2% | $2,485-89.9% | $4,779-94.8% |
| Participant deferral / active EE | $375 | $4,509-91.7% | $3,852-90.3% | $5,609-93.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |