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 | $19,270 | $57,354-66.4% | $83,848-77.0% | $64,186-70.0% |
| Participation rate | 41.6% | 68.6%-27.0pp | 76.1%-34.6pp | 69.6%-28.0pp |
| Annual return | -7.57% | 11.38%-19.0pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $489 | $2,545-80.8% | $3,631-86.5% | $2,381-79.5% |
| Participant deferral / active EE | $952 | $2,993-68.2% | $4,082-76.7% | $3,470-72.6% |
| Admin fee / account holder | $142 | $4,046-96.5% | $5,478-97.4% | $4,888-97.1% |