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 | $45,051 | $76,000-40.7% | $154,107-70.8% | $64,186-29.8% |
| Participation rate | 17.9% | 70.4%-52.5pp | 83.0%-65.1pp | 69.6%-51.6pp |
| Annual return | -3.22% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $794 | $3,175-75.0% | $5,081-84.4% | $3,470-77.1% |
| Admin fee / account holder | $104 | $5,596-98.1% | $13,411-99.2% | $4,888-97.9% |