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 | $38,734 | $138,044-71.9% | $125,339-69.1% | $134,475-71.2% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -15.67% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $653 | $5,243-87.5% | $4,814-86.4% | $4,740-86.2% |
| Participant deferral / active EE | $588 | $7,799-92.5% | $7,446-92.1% | $6,400-90.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |