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 6-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 | $13,162 | $133,958-90.2% | $112,228-88.3% | $134,475-90.2% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -12.69% | 47.11%-59.8pp | 27.45%-40.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $677 | $4,038-83.2% | $3,635-81.4% | $4,740-85.7% |
| Participant deferral / active EE | $1,458 | $5,291-72.4% | $4,728-69.2% | $6,400-77.2% |
| Admin fee / account holder | $144 | $7,489-98.1% | $6,410-97.8% | $11,426-98.7% |