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 | $6,639 | $88,751-92.5% | $81,812-91.9% | $145,922-95.5% |
| Participation rate | 8.7% | 75.0%-66.3pp | 72.3%-63.6pp | 80.3%-71.6pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $49 | $3,083-98.4% | $2,912-98.3% | $4,660-99.0% |
| Participant deferral / active EE | $59 | $4,643-98.7% | $4,319-98.6% | $6,688-99.1% |
| Admin fee / account holder | $4 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |