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 | $26,474 | $57,354-53.8% | $83,848-68.4% | $64,186-58.8% |
| Participation rate | 30.0% | 68.6%-38.6pp | 76.1%-46.1pp | 69.6%-39.6pp |
| Annual return | -5.31% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $122 | $2,545-95.2% | $3,631-96.6% | $2,381-94.9% |
| Participant deferral / active EE | $1,108 | $2,993-63.0% | $4,082-72.9% | $3,470-68.1% |
| Admin fee / account holder | $190 | $4,046-95.3% | $5,478-96.5% | $4,888-96.1% |