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 8-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 | $55,550 | $97,757-43.2% | $83,848-33.7% | $135,375-59.0% |
| Participation rate | 10.0% | 80.0%-70.0pp | 76.1%-66.1pp | 82.6%-72.6pp |
| Annual return | -4.24% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $34 | $4,222-99.2% | $3,631-99.1% | $4,779-99.3% |
| Participant deferral / active EE | $366 | $4,682-92.2% | $4,082-91.0% | $5,609-93.5% |
| Admin fee / account holder | $26 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |