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 | $22,743 | $211,958-89.3% | $169,463-86.6% | $135,375-83.2% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -3.07% | 3.26%-6.3pp | 1.83%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $386 | $5,120-92.5% | $4,159-90.7% | $4,779-91.9% |
| Participant deferral / active EE | $945 | $6,075-84.4% | $5,277-82.1% | $5,609-83.1% |
| Admin fee / account holder | $21 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |