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 7-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 | $3,719 | $27,641-86.5% | $61,373-93.9% | $68,494-94.6% |
| Participation rate | 20.7% | 39.5%-18.8pp | 52.6%-31.9pp | 67.9%-47.2pp |
| Annual return | -16.12% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $91 | $695-87.0% | $1,159-92.2% | $2,596-96.5% |
| Participant deferral / active EE | $91 | $1,263-92.8% | $2,125-95.7% | $4,027-97.7% |
| Admin fee / account holder | $195 | $2,010-90.3% | $2,130-90.9% | $5,403-96.4% |