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 | $25,361 | $76,000-66.6% | $154,107-83.5% | $64,186-60.5% |
| Participation rate | 16.1% | 70.4%-54.3pp | 83.0%-66.9pp | 69.6%-53.4pp |
| Annual return | -3.50% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $149 | $3,351-95.5% | $5,298-97.2% | $2,381-93.7% |
| Participant deferral / active EE | $153 | $3,175-95.2% | $5,081-97.0% | $3,470-95.6% |
| Admin fee / account holder | $268 | $5,596-95.2% | $13,411-98.0% | $4,888-94.5% |