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 | $2,163 | $76,738-97.2% | $56,411-96.2% | $145,922-98.5% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.2pp |
| Annual return | 15.75% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $205 | $2,623-92.2% | $1,952-89.5% | $6,688-96.9% |
| Admin fee / account holder | $66 | $3,334-98.0% | $2,829-97.7% | $13,397-99.5% |