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 | $7,471 | $82,286-90.9% | $68,791-89.1% | $134,475-94.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -16.29% | -2.19%-14.1pp | -6.38%-9.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $212 | $3,301-93.6% | $2,655-92.0% | $4,740-95.5% |
| Participant deferral / active EE | $652 | $4,739-86.2% | $3,941-83.5% | $6,400-89.8% |
| Admin fee / account holder | $21 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |