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 | $18,464 | $73,867-75.0% | $143,757-87.2% | $68,494-73.0% |
| Participation rate | 56.1% | 66.7%-10.6pp | 80.3%-24.2pp | 67.9%-11.8pp |
| Annual return | -15.11% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $160 | $3,184-95.0% | $4,951-96.8% | $2,596-93.8% |
| Participant deferral / active EE | $915 | $3,384-73.0% | $5,637-83.8% | $4,027-77.3% |
| Admin fee / account holder | $141 | $5,755-97.6% | $14,673-99.0% | $5,403-97.4% |