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 4-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 | $20,714 | $82,664-74.9% | $125,339-83.5% | $68,494-69.8% |
| Participation rate | 64.8% | 75.0%-10.2pp | 82.4%-17.6pp | 67.9%-3.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $79 | $3,381-97.7% | $4,814-98.4% | $2,596-97.0% |
| Participant deferral / active EE | $225 | $6,110-96.3% | $7,446-97.0% | $4,027-94.4% |
| Admin fee / account holder | $8 | $6,275-99.9% | $10,010-99.9% | $5,403-99.8% |