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 | $17,485 | $57,354-69.5% | $83,848-79.1% | $64,186-72.8% |
| Participation rate | 16.7% | 68.6%-51.9pp | 76.1%-59.5pp | 69.6%-52.9pp |
| Annual return | -3.83% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $7 | $2,545-99.7% | $3,631-99.8% | $2,381-99.7% |
| Participant deferral / active EE | $564 | $2,993-81.2% | $4,082-86.2% | $3,470-83.7% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |