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 | $12,328 | $73,867-83.3% | $143,757-91.4% | $68,494-82.0% |
| Participation rate | 26.3% | 66.7%-40.3pp | 80.3%-54.0pp | 67.9%-41.6pp |
| Annual return | -18.42% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $66 | $3,184-97.9% | $4,951-98.7% | $2,596-97.4% |
| Participant deferral / active EE | $549 | $3,384-83.8% | $5,637-90.3% | $4,027-86.4% |
| Admin fee / account holder | $137 | $5,755-97.6% | $14,673-99.1% | $5,403-97.5% |