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 | $32,471 | $211,958-84.7% | $169,463-80.8% | $135,375-76.0% |
| Participation rate | 53.8% | 82.6%-28.8pp | 77.8%-23.9pp | 82.6%-28.8pp |
| Annual return | -7.33% | 3.26%-10.6pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $23 | $5,120-99.5% | $4,159-99.4% | $4,779-99.5% |
| Participant deferral / active EE | $771 | $6,075-87.3% | $5,277-85.4% | $5,609-86.3% |
| Admin fee / account holder | $63 | $11,471-99.5% | $9,109-99.3% | $10,827-99.4% |