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 | $13,320 | $76,000-82.5% | $154,107-91.4% | $64,186-79.2% |
| Participation rate | 38.7% | 70.4%-31.7pp | 83.0%-44.3pp | 69.6%-30.9pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $339 | $3,351-89.9% | $5,298-93.6% | $2,381-85.8% |
| Participant deferral / active EE | $677 | $3,175-78.7% | $5,081-86.7% | $3,470-80.5% |
| Admin fee / account holder | $236 | $5,596-95.8% | $13,411-98.2% | $4,888-95.2% |