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 7-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 | $4,540 | $30,400-85.1% | $53,898-91.6% | $84,808-94.6% |
| Participation rate | 24.7% | 46.4%-21.8pp | 55.0%-30.3pp | 68.3%-43.6pp |
| Annual return | 17.28% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $148 | $1,199-87.7% | $1,826-91.9% | $4,212-96.5% |
| Admin fee / account holder | $232 | $1,993-88.4% | $2,491-90.7% | $7,344-96.8% |