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 | $23,437 | $82,664-71.6% | $125,339-81.3% | $68,494-65.8% |
| Participation rate | 51.4% | 75.0%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $616 | $3,381-81.8% | $4,814-87.2% | $2,596-76.3% |
| Participant deferral / active EE | $1,141 | $6,110-81.3% | $7,446-84.7% | $4,027-71.7% |
| Admin fee / account holder | $256 | $6,275-95.9% | $10,010-97.4% | $5,403-95.3% |