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 6-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 | $5,561 | $70,756-92.1% | $65,493-91.5% | $142,382-96.1% |
| Participation rate | 31.6% | 77.4%-45.8pp | 73.1%-41.5pp | 80.1%-48.5pp |
| Annual return | 19.38% | 1754.89%-1735.5pp | 982.45%-963.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $699 | $4,637-84.9% | $3,961-82.4% | $6,507-89.3% |
| Admin fee / account holder | $291 | $6,559-95.6% | $5,028-94.2% | $12,624-97.7% |