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 9-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 | $28,374 | $167,307-83.0% | $143,757-80.3% | $134,475-78.9% |
| Participation rate | 26.3% | 84.8%-58.5pp | 80.3%-54.0pp | 81.2%-54.9pp |
| Annual return | -17.74% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $546 | $5,619-90.3% | $4,951-89.0% | $4,740-88.5% |
| Participant deferral / active EE | $988 | $6,446-84.7% | $5,637-82.5% | $6,400-84.6% |
| Admin fee / account holder | $148 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |