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 8-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 | $22,585 | $48,795-53.7% | $65,493-65.5% | $84,808-73.4% |
| Participation rate | 12.7% | 67.0%-54.3pp | 73.1%-60.4pp | 68.3%-55.6pp |
| Annual return | 14.39% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $257 | $2,928-91.2% | $3,961-93.5% | $4,212-93.9% |
| Admin fee / account holder | $6 | $3,877-99.8% | $5,028-99.9% | $7,344-99.9% |