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 3-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 | $10,866 | $81,625-86.7% | $58,482-81.4% | $139,434-92.2% |
| Participation rate | 23.1% | 61.3%-38.3pp | 50.9%-27.8pp | 80.3%-57.2pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $17 | $1,398-98.8% | $1,053-98.4% | $4,751-99.6% |
| Participant deferral / active EE | $73 | $2,557-97.1% | $1,924-96.2% | $6,710-98.9% |
| Admin fee / account holder | $42 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |