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 | $14,697 | $76,000-80.7% | $154,107-90.5% | $64,186-77.1% |
| Participation rate | 21.6% | 70.4%-48.8pp | 83.0%-61.5pp | 69.6%-48.0pp |
| Annual return | -7.18% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $78 | $3,351-97.7% | $5,298-98.5% | $2,381-96.7% |
| Participant deferral / active EE | $437 | $3,175-86.3% | $5,081-91.4% | $3,470-87.4% |
| Admin fee / account holder | $300 | $5,596-94.6% | $13,411-97.8% | $4,888-93.9% |