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 8-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 | $20,955 | $100,754-79.2% | $86,677-75.8% | $134,475-84.4% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -17.20% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $668 | $3,489-80.8% | $2,836-76.4% | $4,740-85.9% |
| Participant deferral / active EE | $1,124 | $5,338-78.9% | $4,656-75.9% | $6,400-82.4% |
| Admin fee / account holder | $21 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |