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 | $25,112 | $190,805-86.8% | $159,960-84.3% | $134,475-81.3% |
| Participation rate | 35.7% | 81.9%-46.2pp | 78.0%-42.2pp | 81.2%-45.5pp |
| Annual return | -13.23% | 552.23%-565.5pp | 408.60%-421.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $21 | $4,995-99.6% | $4,226-99.5% | $4,740-99.5% |
| Participant deferral / active EE | $714 | $6,923-89.7% | $6,182-88.4% | $6,400-88.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |