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 | $25,650 | $107,791-76.2% | $90,645-71.7% | $135,375-81.1% |
| Participation rate | 35.3% | 78.0%-42.7pp | 74.0%-38.7pp | 82.6%-47.3pp |
| Annual return | -8.25% | -0.90%-7.3pp | 1.88%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $253 | $3,872-93.5% | $3,425-92.6% | $5,609-95.5% |
| Admin fee / account holder | $10 | $5,930-99.8% | $4,994-99.8% | $10,827-99.9% |