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 | $55,531 | $59,805-7.1% | $79,550-30.2% | $68,494-18.9% |
| Participation rate | 24.0% | 61.1%-37.1pp | 69.5%-45.5pp | 67.9%-43.9pp |
| Annual return | -1.20% | -12.30%+11.1pp | 0.16%-1.4pp | -7.84%+6.6pp |
| Employer contribution / active EE | $9 | $1,505-99.4% | $2,413-99.6% | $2,596-99.7% |
| Participant deferral / active EE | $816 | $3,024-73.0% | $3,985-79.5% | $4,027-79.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |