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 | $21,116 | $93,024-77.3% | $77,024-72.6% | $134,475-84.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -17.70% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $358 | $3,418-89.5% | $2,812-87.3% | $4,740-92.4% |
| Participant deferral / active EE | $537 | $5,238-89.7% | $4,426-87.9% | $6,400-91.6% |
| Admin fee / account holder | $107 | $6,944-98.5% | $5,425-98.0% | $11,426-99.1% |