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 5-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 | $10,416 | $39,286-73.5% | $80,716-87.1% | $79,386-86.9% |
| Participation rate | 15.0% | 41.0%-26.0pp | 54.2%-39.2pp | 70.7%-55.8pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.28%-87.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $112 | $594-81.2% | $1,160-90.4% | $2,427-95.4% |
| Participant deferral / active EE | $275 | $1,264-78.2% | $2,146-87.2% | $4,046-93.2% |
| Admin fee / account holder | $39 | $647-93.9% | $3,380-98.8% | $626-93.7% |