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 | $2,124 | $70,606-97.0% | $53,898-96.1% | $142,382-98.5% |
| Participation rate | 61.5% | 63.7%-2.2pp | 55.0%+6.6pp | 80.1%-18.6pp |
| Annual return | 14.92% | 619.81%-604.9pp | 528.60%-513.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $189 | $2,364-92.0% | $1,826-89.7% | $6,507-97.1% |
| Admin fee / account holder | $168 | $2,852-94.1% | $2,491-93.3% | $12,624-98.7% |