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 | $18,122 | $76,000-76.2% | $154,107-88.2% | $64,186-71.8% |
| Participation rate | 20.4% | 70.4%-50.0pp | 83.0%-62.6pp | 69.6%-49.2pp |
| Annual return | -7.30% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $456 | $3,175-85.7% | $5,081-91.0% | $3,470-86.9% |
| Admin fee / account holder | $205 | $5,596-96.3% | $13,411-98.5% | $4,888-95.8% |