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 4-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 | $16,802 | $70,756-76.3% | $65,493-74.3% | $142,382-88.2% |
| Participation rate | 17.4% | 77.4%-60.0pp | 73.1%-55.7pp | 80.1%-62.7pp |
| Annual return | 20.11% | 1754.89%-1734.8pp | 982.45%-962.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $191 | $4,637-95.9% | $3,961-95.2% | $6,507-97.1% |
| Admin fee / account holder | $122 | $6,559-98.1% | $5,028-97.6% | $12,624-99.0% |