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 | $42,062 | $160,055-73.7% | $140,016-70.0% | $135,375-68.9% |
| Participation rate | 60.9% | 88.5%-27.7pp | 87.5%-26.6pp | 82.6%-21.8pp |
| Annual return | -8.28% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $788 | $6,420-87.7% | $5,606-85.9% | $4,779-83.5% |
| Participant deferral / active EE | $2,258 | $7,642-70.5% | $6,927-67.4% | $5,609-59.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |