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 9-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 | $35,476 | $99,640-64.4% | $86,436-59.0% | $134,475-73.6% |
| Participation rate | 42.9% | 82.0%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -17.27% | 6782.58%-6799.8pp | 4394.89%-4412.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $206 | $4,400-95.3% | $3,769-94.5% | $4,740-95.7% |
| Participant deferral / active EE | $707 | $7,246-90.2% | $6,952-89.8% | $6,400-89.0% |
| Admin fee / account holder | $212 | $8,371-97.5% | $6,731-96.8% | $11,426-98.1% |