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 | $2,702 | $54,705-95.1% | $71,209-96.2% | $84,808-96.8% |
| Participation rate | 16.1% | 64.1%-48.0pp | 73.8%-57.7pp | 68.3%-52.2pp |
| Annual return | 29.10% | 35.90%-6.8pp | 282.51%-253.4pp | 40.90%-11.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $334 | $3,030-89.0% | $4,175-92.0% | $4,212-92.1% |
| Admin fee / account holder | $93 | $4,863-98.1% | $5,349-98.3% | $7,344-98.7% |