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 | $19,093 | $97,757-80.5% | $83,848-77.2% | $135,375-85.9% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -5.54% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $309 | $4,222-92.7% | $3,631-91.5% | $4,779-93.5% |
| Participant deferral / active EE | $852 | $4,682-81.8% | $4,082-79.1% | $5,609-84.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |