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 9-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 | $65,752 | $59,332+10.8% | $90,223-27.1% | $59,632+10.3% |
| Participation rate | 3.9% | 71.9%-68.0pp | 79.0%-75.1pp | 68.7%-64.8pp |
| Annual return | -0.65% | 3.25%-3.9pp | 1.31%-2.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $98 | $4,369-97.8% | $5,792-98.3% | $3,192-96.9% |
| Admin fee / account holder | $56 | $5,032-98.9% | $7,406-99.2% | $4,297-98.7% |