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 | $32,849 | $190,805-82.8% | $159,960-79.5% | $134,475-75.6% |
| Participation rate | 17.4% | 81.9%-64.5pp | 78.0%-60.6pp | 81.2%-63.8pp |
| Annual return | -16.68% | 552.23%-568.9pp | 408.60%-425.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $254 | $4,995-94.9% | $4,226-94.0% | $4,740-94.6% |
| Participant deferral / active EE | $1,088 | $6,923-84.3% | $6,182-82.4% | $6,400-83.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |