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 | $14,994 | $45,152-66.8% | $73,843-79.7% | $59,632-74.9% |
| Participation rate | 44.8% | 64.0%-19.2pp | 73.4%-28.6pp | 68.7%-23.8pp |
| Annual return | -0.76% | 27.40%-28.2pp | 2267.84%-2268.6pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $89 | $1,902-95.3% | $2,787-96.8% | $2,203-96.0% |
| Participant deferral / active EE | $389 | $2,574-84.9% | $3,583-89.1% | $3,192-87.8% |
| Admin fee / account holder | $248 | $3,516-92.9% | $4,880-94.9% | $4,297-94.2% |