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 | $88,680 | $81,900+8.3% | $119,609-25.9% | $68,494+29.5% |
| Participation rate | 28.6% | 71.9%-43.3pp | 79.3%-50.7pp | 67.9%-39.3pp |
| Annual return | -14.36% | -23.82%+9.5pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $491 | $2,693-81.8% | $4,232-88.4% | $2,596-81.1% |
| Participant deferral / active EE | $1,340 | $4,148-67.7% | $5,602-76.1% | $4,027-66.7% |
| Admin fee / account holder | $101 | $6,582-98.5% | $10,323-99.0% | $5,403-98.1% |