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 | $2,099 | $26,194-92.0% | - | $79,858-97.4% |
| Participation rate | 3.6% | 49.4%-45.8pp | - | 69.6%-66.1pp |
| Annual return | 0.00% | 42.01%-42.0pp | - | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,555-100.0% | - | $2,471-100.0% |
| Participant deferral / active EE | $69 | $1,743-96.0% | - | $3,740-98.1% |
| Admin fee / account holder | $2 | $2,148-99.9% | - | $5,306-100.0% |