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 | $31,692 | $92,703-65.8% | $82,719-61.7% | $134,475-76.4% |
| Participation rate | 15.4% | 75.2%-59.8pp | 72.6%-57.2pp | 81.2%-65.8pp |
| Annual return | -19.84% | 944.92%-964.8pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $866 | $4,802-82.0% | $4,395-80.3% | $6,400-86.5% |
| Admin fee / account holder | $123 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |