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 | $5,076 | $30,400-83.3% | $53,898-90.6% | $84,808-94.0% |
| Participation rate | 12.0% | 46.4%-34.4pp | 55.0%-43.0pp | 68.3%-56.3pp |
| Annual return | 19.65% | 500.19%-480.5pp | 528.60%-509.0pp | 40.90%-21.2pp |
| Employer contribution / active EE | $36 | $603-94.1% | $932-96.2% | $2,631-98.6% |
| Participant deferral / active EE | $134 | $1,199-88.8% | $1,826-92.7% | $4,212-96.8% |
| Admin fee / account holder | $261 | $1,993-86.9% | $2,491-89.5% | $7,344-96.5% |