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 | $10,642 | $64,839-83.6% | $95,585-88.9% | $84,808-87.5% |
| Participation rate | 26.3% | 63.8%-37.5pp | 72.1%-45.8pp | 68.3%-42.0pp |
| Annual return | 14.95% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $82 | $1,759-95.4% | $2,527-96.8% | $2,631-96.9% |
| Participant deferral / active EE | $288 | $2,965-90.3% | $4,023-92.8% | $4,212-93.2% |
| Admin fee / account holder | $249 | $5,964-95.8% | $6,127-95.9% | $7,344-96.6% |