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 | $25,858 | $82,664-68.7% | $125,339-79.4% | $68,494-62.2% |
| Participation rate | 21.4% | 75.0%-53.6pp | 82.4%-60.9pp | 67.9%-46.5pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $325 | $3,381-90.4% | $4,814-93.3% | $2,596-87.5% |
| Participant deferral / active EE | $2,492 | $6,110-59.2% | $7,446-66.5% | $4,027-38.1% |
| Admin fee / account holder | $12 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |