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 9-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 | $24,513 | $54,229-54.8% | $70,092-65.0% | $68,494-64.2% |
| Participation rate | 35.1% | 64.5%-29.4pp | 70.5%-35.3pp | 67.9%-32.8pp |
| Annual return | -16.50% | -13.87%-2.6pp | 190.73%-207.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,032 | $2,956-65.1% | $3,849-73.2% | $4,027-74.4% |
| Admin fee / account holder | $24 | $4,694-99.5% | $6,267-99.6% | $5,403-99.6% |