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 | $8,035 | $65,375-87.7% | - | $152,861-94.7% |
| Participation rate | 10.0% | 72.6%-62.6pp | - | 82.4%-72.4pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $312 | $2,747-88.6% | - | $4,762-93.4% |
| Participant deferral / active EE | $468 | $4,110-88.6% | - | $5,850-92.0% |
| Admin fee / account holder | $3 | $4,607-99.9% | - | $11,596-100.0% |