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 | $22,271 | $88,594-74.9% | $70,092-68.2% | $134,475-83.4% |
| Participation rate | 31.3% | 74.9%-43.7pp | 70.5%-39.2pp | 81.2%-50.0pp |
| Annual return | -16.17% | 442.67%-458.8pp | 190.73%-206.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $616 | $4,772-87.1% | $3,849-84.0% | $6,400-90.4% |
| Admin fee / account holder | $20 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |