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 | $13,896 | $54,705-74.6% | $71,209-80.5% | $84,808-83.6% |
| Participation rate | 17.9% | 64.1%-46.2pp | 73.8%-55.9pp | 68.3%-50.5pp |
| Annual return | 16.64% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $302 | $3,030-90.0% | $4,175-92.8% | $4,212-92.8% |
| Admin fee / account holder | $52 | $4,863-98.9% | $5,349-99.0% | $7,344-99.3% |