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 | $28,416 | $62,586-54.6% | $76,768-63.0% | $64,186-55.7% |
| Participation rate | 37.0% | 72.8%-35.8pp | 77.0%-39.9pp | 69.6%-32.5pp |
| Annual return | -1.30% | -1.95%+0.7pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $756 | $3,145-76.0% | $3,852-80.4% | $3,470-78.2% |
| Admin fee / account holder | $41 | $4,667-99.1% | $6,675-99.4% | $4,888-99.2% |