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 8-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 | $11,847 | $95,862-87.6% | $79,550-85.1% | $134,475-91.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -20.17% | -2.69%-17.5pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $290 | $3,128-90.7% | $2,413-88.0% | $4,740-93.9% |
| Participant deferral / active EE | $290 | $4,693-93.8% | $3,985-92.7% | $6,400-95.5% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |