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 8-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 | $51,848 | $64,707-19.9% | $112,228-53.8% | $68,494-24.3% |
| Participation rate | 12.8% | 67.2%-54.3pp | 75.1%-62.2pp | 67.9%-55.1pp |
| Annual return | -14.50% | -11.40%-3.1pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $385 | $2,746-86.0% | $3,635-89.4% | $2,596-85.2% |
| Participant deferral / active EE | $946 | $3,565-73.5% | $4,728-80.0% | $4,027-76.5% |
| Admin fee / account holder | $234 | $5,232-95.5% | $6,410-96.3% | $5,403-95.7% |