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 | $32,355 | $138,044-76.6% | $125,339-74.2% | $134,475-75.9% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $154 | $5,243-97.1% | $4,814-96.8% | $4,740-96.8% |
| Participant deferral / active EE | $883 | $7,799-88.7% | $7,446-88.1% | $6,400-86.2% |
| Admin fee / account holder | $264 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |