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 | $5,558 | $31,310-82.2% | $53,898-89.7% | $74,304-92.5% |
| Participation rate | 8.2% | 30.7%-22.5pp | 55.0%-46.8pp | 60.3%-52.2pp |
| Annual return | 18.63% | 23.16%-4.5pp | 528.60%-510.0pp | 29.43%-10.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $58 | $934-93.8% | $1,826-96.8% | $3,767-98.5% |
| Admin fee / account holder | $57 | $2,175-97.4% | $2,491-97.7% | $2,969-98.1% |