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 | $18,634 | $54,229-65.6% | $70,092-73.4% | $68,494-72.8% |
| Participation rate | 17.2% | 64.5%-47.3pp | 70.5%-53.3pp | 67.9%-50.7pp |
| Annual return | -15.16% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $291 | $2,018-85.6% | $2,559-88.6% | $2,596-88.8% |
| Participant deferral / active EE | $458 | $2,956-84.5% | $3,849-88.1% | $4,027-88.6% |
| Admin fee / account holder | $89 | $4,694-98.1% | $6,267-98.6% | $5,403-98.3% |