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 | $20,325 | $167,307-87.9% | $143,757-85.9% | $134,475-84.9% |
| Participation rate | 23.1% | 84.8%-61.7pp | 80.3%-57.2pp | 81.2%-58.1pp |
| Annual return | -19.43% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $653 | $5,619-88.4% | $4,951-86.8% | $4,740-86.2% |
| Participant deferral / active EE | $1,636 | $6,446-74.6% | $5,637-71.0% | $6,400-74.4% |
| Admin fee / account holder | $237 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |