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 | $43,080 | $95,971-55.1% | $74,550-42.2% | $135,375-68.2% |
| Participation rate | 11.1% | 75.7%-64.5pp | 69.1%-58.0pp | 82.6%-71.5pp |
| Annual return | -7.29% | 56.96%-64.3pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $173 | $2,716-93.6% | $1,961-91.2% | $4,779-96.4% |
| Participant deferral / active EE | $563 | $3,843-85.3% | $3,108-81.9% | $5,609-90.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |