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 3-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 | $0 | $46,292-100.0% | $143,757-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 64.2%-64.2pp | 80.3%-80.3pp | 71.5%-71.5pp |
| Annual return | 0.00% | -10.05%+10.0pp | -0.04%0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $5 | $1,910-99.7% | $4,951-99.9% | $2,506-99.8% |
| Participant deferral / active EE | $15 | $2,646-99.4% | $5,637-99.7% | $4,310-99.6% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |