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 | $18,702 | $54,350-65.6% | $82,719-77.4% | $68,494-72.7% |
| Participation rate | 25.8% | 63.9%-38.1pp | 72.6%-46.7pp | 67.9%-42.1pp |
| Annual return | -18.09% | -13.67%-4.4pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $64 | $2,218-97.1% | $3,009-97.9% | $2,596-97.5% |
| Participant deferral / active EE | $388 | $3,246-88.1% | $4,395-91.2% | $4,027-90.4% |
| Admin fee / account holder | $204 | $4,395-95.4% | $5,329-96.2% | $5,403-96.2% |