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 | $23,617 | $69,010-65.8% | $159,960-85.2% | $68,494-65.5% |
| Participation rate | 18.4% | 65.4%-47.0pp | 78.0%-59.5pp | 67.9%-49.5pp |
| Annual return | -18.46% | -9.65%-8.8pp | 408.60%-427.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $120 | $4,212-97.1% | $6,182-98.1% | $4,027-97.0% |
| Admin fee / account holder | $20 | $4,798-99.6% | $8,698-99.8% | $5,403-99.6% |