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 | $19,863 | $54,350-63.5% | $82,719-76.0% | $68,494-71.0% |
| Participation rate | 12.0% | 63.9%-51.9pp | 72.6%-60.6pp | 67.9%-55.9pp |
| Annual return | -16.93% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $52 | $2,218-97.7% | $3,009-98.3% | $2,596-98.0% |
| Participant deferral / active EE | $52 | $3,246-98.4% | $4,395-98.8% | $4,027-98.7% |
| Admin fee / account holder | $15 | $4,395-99.7% | $5,329-99.7% | $5,403-99.7% |