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 | $41,151 | $54,350-24.3% | $82,719-50.3% | $68,494-39.9% |
| Participation rate | 35.3% | 63.9%-28.6pp | 72.6%-37.3pp | 67.9%-32.6pp |
| Annual return | -17.99% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $808 | $3,246-75.1% | $4,395-81.6% | $4,027-79.9% |
| Admin fee / account holder | $10 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |