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 9-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 | $11,634 | $82,286-85.9% | $68,791-83.1% | $134,475-91.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -16.45% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $454 | $3,301-86.3% | $2,655-82.9% | $4,740-90.4% |
| Participant deferral / active EE | $680 | $4,739-85.6% | $3,941-82.7% | $6,400-89.4% |
| Admin fee / account holder | $58 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |