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 9-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 | $27,116 | $92,703-70.7% | $82,719-67.2% | $134,475-79.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -18.63% | 944.92%-963.6pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $123 | $3,274-96.2% | $3,009-95.9% | $4,740-97.4% |
| Participant deferral / active EE | $800 | $4,802-83.3% | $4,395-81.8% | $6,400-87.5% |
| Admin fee / account holder | $136 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |