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 5-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 | $49,222 | $71,883-31.5% | $86,677-43.2% | $68,494-28.1% |
| Participation rate | 13.5% | 72.2%-58.8pp | 76.6%-63.1pp | 67.9%-54.4pp |
| Annual return | -16.86% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $820 | $3,779-78.3% | $4,656-82.4% | $4,027-79.6% |
| Admin fee / account holder | $218 | $6,112-96.4% | $7,493-97.1% | $5,403-96.0% |