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 | $34,617 | $27,641+25.2% | $61,373-43.6% | $68,494-49.5% |
| Participation rate | 3.6% | 39.5%-35.9pp | 52.6%-48.9pp | 67.9%-64.3pp |
| Annual return | -17.92% | -13.24%-4.7pp | 338.61%-356.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $110 | $1,263-91.3% | $2,125-94.8% | $4,027-97.3% |
| Admin fee / account holder | $15 | $2,010-99.3% | $2,130-99.3% | $5,403-99.7% |