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 6-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 | $13,039 | $142,382-90.8% | $42,613-69.4% | $142,382-90.8% |
| Participation rate | 16.7% | 80.1%-63.5pp | 73.5%-56.9pp | 80.1%-63.5pp |
| Annual return | 43.13% | 217.08%-173.9pp | 19.23%+23.9pp | 217.08%-173.9pp |
| Employer contribution / active EE | $0 | $4,299-100.0% | $1,687-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,325 | $6,507-79.6% | $4,456-70.3% | $6,507-79.6% |
| Admin fee / account holder | $37 | $12,624-99.7% | $2,621-98.6% | $12,624-99.7% |