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 | $105,575 | $105,860-0.3% | $90,749+16.3% | $134,475-21.5% |
| Participation rate | 46.7% | 78.2%-31.6pp | 75.7%-29.0pp | 81.2%-34.6pp |
| Annual return | -15.24% | -11.01%-4.2pp | -12.16%-3.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $477 | $3,462-86.2% | $2,921-83.7% | $4,740-89.9% |
| Participant deferral / active EE | $604 | $5,216-88.4% | $4,564-86.8% | $6,400-90.6% |
| Admin fee / account holder | $3 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |