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 4-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 | $940 | $25,979-96.4% | $71,735-98.7% | $68,494-98.6% |
| Participation rate | 18.5% | 54.5%-36.0pp | 62.3%-43.8pp | 67.9%-49.4pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $61 | $900-93.2% | $1,704-96.4% | $2,596-97.7% |
| Participant deferral / active EE | $150 | $1,522-90.2% | $2,658-94.4% | $4,027-96.3% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |