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 | $7,897 | $74,888-89.5% | $71,209-88.9% | $142,382-94.5% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.8%-62.6pp | 80.1%-69.0pp |
| Annual return | 62.81% | 345.14%-282.3pp | 282.51%-219.7pp | 217.08%-154.3pp |
| Employer contribution / active EE | $21 | $2,854-99.3% | $2,721-99.2% | $4,299-99.5% |
| Participant deferral / active EE | $356 | $4,454-92.0% | $4,175-91.5% | $6,507-94.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |