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 | $11,761 | $95,862-87.7% | $79,550-85.2% | $134,475-91.3% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -17.52% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $298 | $3,128-90.5% | $2,413-87.6% | $4,740-93.7% |
| Participant deferral / active EE | $301 | $4,693-93.6% | $3,985-92.4% | $6,400-95.3% |
| Admin fee / account holder | $134 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |