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 | $62,723 | $71,883-12.7% | $86,677-27.6% | $68,494-8.4% |
| Participation rate | 37.9% | 72.2%-34.3pp | 76.6%-38.6pp | 67.9%-30.0pp |
| Annual return | -12.64% | 3.52%-16.2pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $350 | $2,173-83.9% | $2,836-87.6% | $2,596-86.5% |
| Participant deferral / active EE | $1,168 | $3,779-69.1% | $4,656-74.9% | $4,027-71.0% |
| Admin fee / account holder | $226 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |