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 | $27,549 | $91,190-69.8% | $178,490-84.6% | $79,858-65.5% |
| Participation rate | 2.7% | 69.2%-66.5pp | 81.9%-79.2pp | 69.6%-66.9pp |
| Annual return | 19.92% | 24.19%-4.3pp | 151.07%-131.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $54 | $3,256-98.3% | $5,011-98.9% | $2,471-97.8% |
| Participant deferral / active EE | $135 | $3,236-95.8% | $5,202-97.4% | $3,740-96.4% |
| Admin fee / account holder | $201 | $6,751-97.0% | $13,984-98.6% | $5,306-96.2% |