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 7-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 | $24,271 | $76,000-68.1% | $154,107-84.3% | $64,186-62.2% |
| Participation rate | 4.8% | 70.4%-65.6pp | 83.0%-78.2pp | 69.6%-64.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $74 | $3,351-97.8% | $5,298-98.6% | $2,381-96.9% |
| Participant deferral / active EE | $630 | $3,175-80.2% | $5,081-87.6% | $3,470-81.9% |
| Admin fee / account holder | $4 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |