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 | $44,588 | $154,117-71.1% | $129,995-65.7% | $139,434-68.0% |
| Participation rate | 8.7% | 82.0%-73.3pp | 78.5%-69.8pp | 80.3%-71.6pp |
| Annual return | 27.76% | 32.48%-4.7pp | -137.18%+164.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $379 | $6,710-94.4% | $5,820-93.5% | $6,710-94.4% |
| Admin fee / account holder | $40 | $14,007-99.7% | $10,614-99.6% | $11,403-99.6% |