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 | $92,179 | $133,958-31.2% | $112,228-17.9% | $134,475-31.5% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.1%-56.9pp | 81.2%-63.0pp |
| Annual return | -13.41% | 47.11%-60.5pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $709 | $5,291-86.6% | $4,728-85.0% | $6,400-88.9% |
| Admin fee / account holder | $8 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |