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 9-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 | $22,328 | $138,044-83.8% | $125,339-82.2% | $134,475-83.4% |
| Participation rate | 35.3% | 84.5%-49.2pp | 82.4%-47.1pp | 81.2%-45.9pp |
| Annual return | -17.35% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $99 | $5,243-98.1% | $4,814-97.9% | $4,740-97.9% |
| Participant deferral / active EE | $507 | $7,799-93.5% | $7,446-93.2% | $6,400-92.1% |
| Admin fee / account holder | $172 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |