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 | $23,017 | $105,860-78.3% | $90,749-74.6% | $134,475-82.9% |
| Participation rate | 52.6% | 78.2%-25.6pp | 75.7%-23.1pp | 81.2%-28.6pp |
| Annual return | -16.91% | -11.01%-5.9pp | -12.16%-4.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $423 | $3,462-87.8% | $2,921-85.5% | $4,740-91.1% |
| Participant deferral / active EE | $1,193 | $5,216-77.1% | $4,564-73.9% | $6,400-81.4% |
| Admin fee / account holder | $248 | $13,938-98.2% | $8,445-97.1% | $11,426-97.8% |