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 6-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 | $48,173 | $69,010-30.2% | $159,960-69.9% | $68,494-29.7% |
| Participation rate | 15.6% | 65.4%-49.9pp | 78.0%-62.4pp | 67.9%-52.3pp |
| Annual return | -15.48% | -9.65%-5.8pp | 408.60%-424.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $709 | $4,212-83.2% | $6,182-88.5% | $4,027-82.4% |
| Admin fee / account holder | $139 | $4,798-97.1% | $8,698-98.4% | $5,403-97.4% |