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 | $0 | $66,124-100.0% | $90,404-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 69.7%-69.7pp | 72.7%-72.7pp | 70.7%-70.7pp |
| Annual return | 0.00% | 17.65%-17.7pp | 1293.02%-1293.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $380 | $3,039-87.5% | $3,963-90.4% | $3,740-89.8% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |