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 4-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 | $14,300 | $177,572-91.9% | $154,803-90.8% | $142,382-90.0% |
| Participation rate | 11.8% | 82.1%-70.3pp | 78.1%-66.3pp | 80.1%-68.4pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $63 | $4,810-98.7% | $4,305-98.5% | $4,299-98.5% |
| Participant deferral / active EE | $1,453 | $6,272-76.8% | $5,540-73.8% | $6,507-77.7% |
| Admin fee / account holder | $49 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |