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 | $37,528 | $49,177-23.7% | $79,464-52.8% | $64,186-41.5% |
| Participation rate | 27.1% | 65.0%-37.9pp | 73.3%-46.2pp | 69.6%-42.4pp |
| Annual return | -6.78% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $736 | $2,821-73.9% | $3,704-80.1% | $3,470-78.8% |
| Admin fee / account holder | $277 | $3,839-92.8% | $5,113-94.6% | $4,888-94.3% |