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 | $11,627 | $93,024-87.5% | $77,024-84.9% | $134,475-91.4% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -12.15% | 62.60%-74.7pp | 42.32%-54.5pp | 417.96%-430.1pp |
| Employer contribution / active EE | $93 | $3,418-97.3% | $2,812-96.7% | $4,740-98.0% |
| Participant deferral / active EE | $93 | $5,238-98.2% | $4,426-97.9% | $6,400-98.6% |
| Admin fee / account holder | $134 | $6,944-98.1% | $5,425-97.5% | $11,426-98.8% |