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 5-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 | $14,105 | $73,867-80.9% | $143,757-90.2% | $68,494-79.4% |
| Participation rate | 11.6% | 66.7%-55.0pp | 80.3%-68.7pp | 67.9%-56.3pp |
| Annual return | -17.16% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $184 | $3,184-94.2% | $4,951-96.3% | $2,596-92.9% |
| Participant deferral / active EE | $227 | $3,384-93.3% | $5,637-96.0% | $4,027-94.4% |
| Admin fee / account holder | $70 | $5,755-98.8% | $14,673-99.5% | $5,403-98.7% |