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 7-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 | $24,901 | $105,860-76.5% | $90,749-72.6% | $134,475-81.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | 112.60% | -11.01%+123.6pp | -12.16%+124.8pp | 417.96%-305.4pp |
| Employer contribution / active EE | $594 | $3,462-82.8% | $2,921-79.6% | $4,740-87.5% |
| Participant deferral / active EE | $1,264 | $5,216-75.8% | $4,564-72.3% | $6,400-80.3% |
| Admin fee / account holder | $152 | $13,938-98.9% | $8,445-98.2% | $11,426-98.7% |