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 | $28,465 | $85,766-66.8% | $136,294-79.1% | $70,131-59.4% |
| Participation rate | 5.6% | 74.2%-68.6pp | 81.9%-76.4pp | 69.5%-64.0pp |
| Annual return | 19.63% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $114 | $2,966-96.2% | $4,695-97.6% | $2,342-95.1% |
| Participant deferral / active EE | $429 | $5,051-91.5% | $6,247-93.1% | $3,332-87.1% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |