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 3-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 | $25,299 | $77,899-67.5% | $149,673-83.1% | $75,163-66.3% |
| Participation rate | 16.7% | 65.6%-48.9pp | 78.8%-62.1pp | 67.2%-50.5pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $554 | $3,411-83.8% | $5,680-90.2% | $4,125-86.6% |
| Admin fee / account holder | $167 | $5,956-97.2% | $13,210-98.7% | $5,651-97.0% |