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 | $39,426 | $95,971-58.9% | $74,550-47.1% | $135,375-70.9% |
| Participation rate | 13.3% | 75.7%-62.3pp | 69.1%-55.8pp | 82.6%-69.3pp |
| Annual return | -2.30% | 56.96%-59.3pp | 32.53%-34.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $132 | $2,716-95.1% | $1,961-93.3% | $4,779-97.2% |
| Participant deferral / active EE | $165 | $3,843-95.7% | $3,108-94.7% | $5,609-97.1% |
| Admin fee / account holder | $60 | $6,522-99.1% | $5,060-98.8% | $10,827-99.4% |