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 | $27,376 | $129,942-78.9% | $104,294-73.8% | $134,475-79.6% |
| Participation rate | 25.0% | 79.5%-54.5pp | 73.3%-48.3pp | 81.2%-56.2pp |
| Annual return | -18.53% | 42.03%-60.6pp | 24.61%-43.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $245 | $4,184-94.1% | $3,372-92.7% | $4,740-94.8% |
| Participant deferral / active EE | $518 | $5,588-90.7% | $4,625-88.8% | $6,400-91.9% |
| Admin fee / account holder | $48 | $9,323-99.5% | $7,339-99.3% | $11,426-99.6% |