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 8-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 | $33,413 | $100,754-66.8% | $86,677-61.5% | $134,475-75.2% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.2pp | 81.2%-47.9pp |
| Annual return | -5.30% | 29.04%-34.3pp | 35.91%-41.2pp | 417.96%-423.3pp |
| Employer contribution / active EE | $405 | $3,489-88.4% | $2,836-85.7% | $4,740-91.5% |
| Participant deferral / active EE | $1,125 | $5,338-78.9% | $4,656-75.8% | $6,400-82.4% |
| Admin fee / account holder | $140 | $10,926-98.7% | $7,493-98.1% | $11,426-98.8% |