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 | $92,288 | $42,383+117.7% | $76,523+20.6% | $64,186+43.8% |
| Participation rate | 3.7% | 58.1%-54.5pp | 68.0%-64.3pp | 69.6%-65.9pp |
| Annual return | -4.73% | -16.54%+11.8pp | -0.27%-4.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $76 | $1,563-95.1% | $2,647-97.1% | $2,381-96.8% |
| Participant deferral / active EE | $118 | $2,566-95.4% | $3,835-96.9% | $3,470-96.6% |
| Admin fee / account holder | $300 | $3,198-90.6% | $4,848-93.8% | $4,888-93.9% |