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 3-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 | $11,306 | $61,774-81.7% | $97,226-88.4% | $80,856-86.0% |
| Participation rate | 8.7% | 63.5%-54.8pp | 72.7%-64.0pp | 67.6%-58.9pp |
| Annual return | 15.57% | -557.90%+573.5pp | 75.13%-59.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $129 | $1,837-93.0% | $2,729-95.3% | $2,755-95.3% |
| Participant deferral / active EE | $465 | $3,029-84.6% | $4,264-89.1% | $4,296-89.2% |
| Admin fee / account holder | $16 | $5,166-99.7% | $5,654-99.7% | $6,918-99.8% |