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 8-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 | $19,329 | $49,177-60.7% | $79,464-75.7% | $64,186-69.9% |
| Participation rate | 1.8% | 65.0%-63.2pp | 73.3%-71.6pp | 69.6%-67.8pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $50 | $2,076-97.6% | $2,800-98.2% | $2,381-97.9% |
| Participant deferral / active EE | $313 | $2,821-88.9% | $3,704-91.6% | $3,470-91.0% |
| Admin fee / account holder | $15 | $3,839-99.6% | $5,113-99.7% | $4,888-99.7% |