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 7-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 | $7,203 | $37,426-80.8% | $77,482-90.7% | $79,858-91.0% |
| Participation rate | 3.6% | 41.5%-37.9pp | 54.2%-50.6pp | 69.6%-66.1pp |
| Annual return | 87.10% | 39.70%+47.4pp | 54.79%+32.3pp | 31.71%+55.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $182 | $1,260-85.5% | $1,861-90.2% | $3,740-95.1% |
| Admin fee / account holder | $32 | $2,504-98.7% | $2,858-98.9% | $5,306-99.4% |