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 | $9,676 | $48,230-79.9% | $67,502-85.7% | $80,856-88.0% |
| Participation rate | 12.1% | 66.4%-54.3pp | 72.9%-60.8pp | 67.6%-55.6pp |
| Annual return | 18.72% | 18.28%+0.4pp | 3512.12%-3493.4pp | 35.59%-16.9pp |
| Employer contribution / active EE | $8 | $2,020-99.6% | $2,731-99.7% | $2,755-99.7% |
| Participant deferral / active EE | $753 | $2,924-74.2% | $4,000-81.2% | $4,296-82.5% |
| Admin fee / account holder | $18 | $3,681-99.5% | $3,998-99.6% | $6,918-99.7% |