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 | $32,571 | $57,354-43.2% | $83,848-61.2% | $64,186-49.3% |
| Participation rate | 31.3% | 68.6%-37.4pp | 76.1%-44.9pp | 69.6%-38.3pp |
| Annual return | -5.91% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $529 | $2,993-82.3% | $4,082-87.0% | $3,470-84.7% |
| Admin fee / account holder | $162 | $4,046-96.0% | $5,478-97.0% | $4,888-96.7% |