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 | $53,126 | $72,404-26.6% | $110,238-51.8% | $64,186-17.2% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | -6.32% | -6.29%0pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $527 | $2,282-76.9% | $3,826-86.2% | $2,381-77.9% |
| Participant deferral / active EE | $1,440 | $3,469-58.5% | $4,672-69.2% | $3,470-58.5% |
| Admin fee / account holder | $170 | $5,664-97.0% | $8,547-98.0% | $4,888-96.5% |