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 | $13,319 | $58,208-77.1% | $81,812-83.7% | $80,856-83.5% |
| Participation rate | 4.8% | 63.4%-58.7pp | 72.3%-67.6pp | 67.6%-62.9pp |
| Annual return | 13.37% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $66 | $2,340-97.2% | $2,912-97.7% | $2,755-97.6% |
| Participant deferral / active EE | $255 | $3,281-92.2% | $4,319-94.1% | $4,296-94.1% |
| Admin fee / account holder | $86 | $4,981-98.3% | $7,386-98.8% | $6,918-98.8% |