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 | $24,912 | $54,380-54.2% | $68,509-63.6% | $59,632-58.2% |
| Participation rate | 27.3% | 70.2%-42.9pp | 74.7%-47.5pp | 68.7%-41.4pp |
| Annual return | -0.79% | 2.83%-3.6pp | 8.27%-9.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $223 | $2,643-91.6% | $3,382-93.4% | $3,192-93.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |