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 | $34,972 | $81,900-57.3% | $119,609-70.8% | $68,494-48.9% |
| Participation rate | 13.1% | 71.9%-58.8pp | 79.3%-66.1pp | 67.9%-54.8pp |
| Annual return | -18.59% | -23.82%+5.2pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $134 | $2,693-95.0% | $4,232-96.8% | $2,596-94.8% |
| Participant deferral / active EE | $134 | $4,148-96.8% | $5,602-97.6% | $4,027-96.7% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |