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 | $24,460 | $57,354-57.4% | $83,848-70.8% | $64,186-61.9% |
| Participation rate | 36.0% | 68.6%-32.6pp | 76.1%-40.1pp | 69.6%-33.6pp |
| Annual return | -8.36% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $509 | $2,545-80.0% | $3,631-86.0% | $2,381-78.6% |
| Participant deferral / active EE | $963 | $2,993-67.8% | $4,082-76.4% | $3,470-72.2% |
| Admin fee / account holder | $5 | $4,046-99.9% | $5,478-99.9% | $4,888-99.9% |