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 10-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 | $26,208 | $92,222-71.6% | $76,768-65.9% | $135,375-80.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -4.32% | 5.46%-9.8pp | 2.43%-6.7pp | 519.73%-524.1pp |
| Employer contribution / active EE | $314 | $3,216-90.2% | $2,485-87.4% | $4,779-93.4% |
| Participant deferral / active EE | $622 | $4,509-86.2% | $3,852-83.9% | $5,609-88.9% |
| Admin fee / account holder | $14 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |