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 | $54,611 | $99,640-45.2% | $86,436-36.8% | $134,475-59.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.43% | 6782.58%-6796.0pp | 4394.89%-4408.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $497 | $4,400-88.7% | $3,769-86.8% | $4,740-89.5% |
| Participant deferral / active EE | $1,243 | $7,246-82.9% | $6,952-82.1% | $6,400-80.6% |
| Admin fee / account holder | $117 | $8,371-98.6% | $6,731-98.3% | $11,426-99.0% |