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 | $58,755 | $82,664-28.9% | $125,339-53.1% | $68,494-14.2% |
| Participation rate | 13.2% | 75.0%-61.9pp | 82.4%-69.2pp | 67.9%-54.7pp |
| Annual return | -14.67% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $611 | $3,381-81.9% | $4,814-87.3% | $2,596-76.5% |
| Participant deferral / active EE | $1,342 | $6,110-78.0% | $7,446-82.0% | $4,027-66.7% |
| Admin fee / account holder | $243 | $6,275-96.1% | $10,010-97.6% | $5,403-95.5% |