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 | $6,623 | $54,705-87.9% | $71,209-90.7% | $84,808-92.2% |
| Participation rate | 15.4% | 64.1%-48.7pp | 73.8%-58.4pp | 68.3%-52.9pp |
| Annual return | 14.20% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $287 | $3,030-90.5% | $4,175-93.1% | $4,212-93.2% |
| Admin fee / account holder | $70 | $4,863-98.6% | $5,349-98.7% | $7,344-99.0% |