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 | $15,231 | $54,350-72.0% | $82,719-81.6% | $68,494-77.8% |
| Participation rate | 23.9% | 63.9%-40.0pp | 72.6%-48.6pp | 67.9%-44.0pp |
| Annual return | -17.96% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $163 | $2,218-92.7% | $3,009-94.6% | $2,596-93.7% |
| Participant deferral / active EE | $561 | $3,246-82.7% | $4,395-87.2% | $4,027-86.1% |
| Admin fee / account holder | $136 | $4,395-96.9% | $5,329-97.5% | $5,403-97.5% |